RIA Intelligence

Professional profile

linkedin.com/in/amy-kramer-b6a88227reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• Quad-Cities Investment Group, LLC independent RIA current
  since Jun 28, 2018 · Davenport, Ia
• Poterack Capital Advisory, Inc. former
  Jun 16, 2008 to Jun 13, 2012 · Davenport, Ia
• Waterstone Financial Group, Inc. unclassified
  Mar 7, 2007 to Apr 11, 2008 · Boston, Ma
• Brooklight Place Securities, Inc. unclassified
  May 2, 2003 to Dec 11, 2003 · Rock Island, Il

• Poterack Capital Advisory, Inc. to Quad-Cities Investment Group, LLC
  left Jun 13, 2012, registered Jun 28, 2018 (2206 days) · Other
• Waterstone Financial Group, Inc. to Poterack Capital Advisory, Inc.
  left Apr 11, 2008, registered Jun 16, 2008 (66 days) · Other
• Brooklight Place Securities, Inc. to Waterstone Financial Group, Inc.
  left Dec 11, 2003, registered Mar 7, 2007 (1182 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address