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.

Registered advisor

Amy Jo Shope

Cetera Investment Advisers LLCBD affiliatedCanfield, Oh dual registrantIAPD 2899857

Feed of 09/14/2026

Also filed as Amy Jo Less

At current firm

1 y

since Mar 31, 2025

In the industry

20 y

since Jun 16, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Mar 31, 2025 · Canfield, Oh
Strategic Blueprint, LLC independent RIA
Sep 13, 2019 to Apr 1, 2025 · Canfield, Oh
Bfc Planning, Inc. BD affiliated
Jan 13, 2017 to Sep 13, 2019 · Canfield, Oh
Huntington Financial Advisors BD affiliated
Aug 25, 2010 to Jan 13, 2017 · Canton, Oh
Citizens Securities, Inc. BD affiliated
Apr 10, 2007 to Aug 13, 2010 · Salem, Oh
Chase Investment Services Corp. former
Jun 22, 2006 to Mar 20, 2007 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Strategic Blueprint, LLC to Cetera Investment Advisers LLC
left Apr 1, 2025, registered Mar 31, 2025 (-1 days) · RIA to affiliated broker-dealer or bank · moved with a team
Bfc Planning, Inc. to Strategic Blueprint, LLC
left Sep 13, 2019, registered Sep 13, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Huntington Financial Advisors to Bfc Planning, Inc.
left Jan 13, 2017, registered Jan 13, 2017 (0 days) · Other
Citizens Securities, Inc. to Huntington Financial Advisors
left Aug 13, 2010, registered Aug 25, 2010 (12 days) · Other
Chase Investment Services Corp. to Citizens Securities, Inc.
left Mar 20, 2007, registered Apr 10, 2007 (21 days) · Other

Signals

Amy Jo Shope left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-03-31)
Apr 1, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address