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 Infinity Financial Services Advisory

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.

AdvisorFromToTypeLeftRegistered
Avi CraneTransamerica Financial Advisors, LLC BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2024Nov 25, 2025 (351 d)
John ZamboangaAscentis Independent Advisors, LLC independent RIAInfinity Financial Services Advisory independent RIARIA to RIADec 2, 2024Dec 11, 2024
Mark Christopher DevitoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInfinity Financial Services Advisory independent RIAWirehouse to independent RIAJan 4, 2023Jan 23, 2023
Yu ChenAlden Capital independent RIAInfinity Financial Services Advisory independent RIARIA to RIADec 31, 2022Dec 22, 2022
Michael Joseph SmithTitan Securities unclassifiedInfinity Financial Services Advisory independent RIAOtherJul 19, 2022Jul 22, 2022
Joseph A MedinaNfsg Corporation BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2021Apr 11, 2023 (490 d)
Daire Peter HeneghanRBC Rochdale, LLC BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2021Jan 2, 2026 (1761 d)
Victor Dwain JonesInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Dec 24, 2020
Robert Mather HarbourInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Apr 27, 2020
Mario Reynaldo ReinaInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Apr 18, 2020
Sterling Carmen HirschInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Apr 20, 2020
Anna-Marie Ocampo LovellInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Apr 27, 2020
Tony Alan ToleneInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020May 1, 2020
Samuel Robert StroudInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Apr 24, 2020
John Martin CollinsInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 31, 2020Jan 19, 2021
David Adam RookasinInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 22, 2020Apr 29, 2020
Brian Lon BiedermanInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 11, 2020Apr 20, 2020
Robert Michael BullochInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherNov 30, 2020Jun 8, 2020
Donald Clinton RogersJeffrey Matthews Wealth Management, LLC independent RIAInfinity Financial Services Advisory independent RIARIA to RIASep 28, 2020Jan 13, 2025 (1568 d)
Bradford Steven JonesTrustmont Advisory Group, Inc. BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2019Feb 9, 2026 (2239 d)
Gurpreet SinghTransamerica Financial Advisors, LLC BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2019Jun 29, 2020 (284 d)
Aaron C StasulisUnited Planners' Financial Services Of America A Limited Partner independent RIAInfinity Financial Services Advisory independent RIARIA to RIAOct 26, 2018Jun 4, 2020 (587 d)
Mark Angelo AlemanWoodbury Financial Services, Inc. BD affiliatedInfinity Financial Services Advisory independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2018Jan 1, 2026 (2625 d)
Randall W SilveyLPL Financial LLC otherInfinity Financial Services Advisory independent RIAOtherMar 21, 2017Apr 16, 2020 (1122 d)
Douglas E GrauInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherOct 24, 2016Jan 1, 2025 (2991 d)
Michael Lawrence HugRegal Investment Advisors LLC otherInfinity Financial Services Advisory independent RIAOtherSep 14, 2016Apr 27, 2020 (1321 d)
Elliott Arthur PeigenInvestors Capital Advisory otherInfinity Financial Services Advisory independent RIAOtherJul 23, 2016Apr 29, 2020 (1376 d)
Gregory Wallace LebbertWells Fargo Advisors wirehouseInfinity Financial Services Advisory independent RIAWirehouse to independent RIAJun 6, 2016Dec 24, 2020 (1662 d)
John Mckinley WallingFsc Securities Corporation otherInfinity Financial Services Advisory independent RIAOtherDec 21, 2015Dec 24, 2020 (1830 d)
Michael Craig MckeanSecurities America Advisors, Inc. otherInfinity Financial Services Advisory independent RIAOtherDec 1, 2015Jan 1, 2026 (3684 d)
William Owen WrightWall Street Financial Group, Inc otherInfinity Financial Services Advisory independent RIAOtherJun 5, 2015May 12, 2020 (1803 d)
William Stuart MonstedHarger And Company, Inc. independent RIAInfinity Financial Services Advisory independent RIARIA to RIAJun 16, 2014Apr 17, 2020 (2132 d)
Aaron Kurt PhillipsFirst Allied Securities, Inc. otherInfinity Financial Services Advisory independent RIAOtherJul 2, 2012Jan 9, 2026 (4939 d)
Dwayne Tsukasa ShirakuraWells Fargo Advisors wirehouseInfinity Financial Services Advisory independent RIAWirehouse to independent RIAOct 19, 2011Apr 10, 2020 (3096 d)
Gregory Burton GilbertInfinity Financial Services unclassifiedInfinity Financial Services Advisory independent RIAOtherDec 19, 2008Mar 4, 2026 (6284 d)
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35 moves match.