DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Affinity Wealth LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brandon Michael Clemens | Rfg Advisory, LLC independent RIA | Affinity Wealth LLC independent RIA | RIA to RIA | Mar 14, 2025 | Mar 12, 2025 |
| Richard Robert Eicheldinger | True Wealth Design, LLC independent RIA | Affinity Wealth LLC independent RIA | RIA to RIA | May 16, 2019 | May 21, 2019 |
| Scott A Lowe | Integrated Wealth Management, Inc. independent RIA | Affinity Wealth LLC independent RIA | RIA to RIA | Dec 6, 2016 | Oct 25, 2016 |
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3 moves match.