This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

First registration

Oct 22, 2021

Dual registered

no

IAPD individual key

7236084

• Occurred

  Dec 31, 2025
  Advisor departed, no destination yet

  Amy Kong no longer registered at Segall Bryant & Hamill; no later IA registration on IAPD

  Form ADVobserved 3 days ago
• Occurred

  Dec 6, 2023
  Advisor changed firm

  Amy Kong left Barrett Asset Management, Llc for Corient (registered 2023-02-16)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f3ef7c99-ddc3-e244-4e0d-dd1ab66e94c3

First observed

Oct 22, 2021

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.