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
Ayad Amary
Certified Financial Planner
Feed of 09/14/2026
Also filed as Ayad Amary
At current firm
4 y
since Dec 6, 2021
In the industry
21 y
since Apr 22, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthcare Advisory Partners LLC BD affiliated currentsince Dec 6, 2021 · West Chester, Pa
- Wealthcare Capital Management LLC independent RIADec 6, 2021 to Jun 5, 2026 · West Chester, Pa
- Advice And Planning Services BD affiliatedOct 31, 2015 to Nov 12, 2021 · Center Valley, Pa
- Ryan Beck & Co. unclassifiedApr 22, 2005 to Aug 18, 2005 · Allentown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wealthcare Capital Management LLC to Wealthcare Advisory Partners LLCleft Jun 5, 2026, registered Dec 6, 2021 (-1642 days) · channel change inside one enterprise, not a move
- Advice And Planning Services to Wealthcare Capital Management LLCleft Nov 12, 2021, registered Dec 6, 2021 (24 days) · Affiliated broker-dealer or bank to independent RIA
- Ryan Beck & Co. to Advice And Planning Servicesleft Aug 18, 2005, registered Oct 31, 2015 (3726 days) · Other
Signals
No dated event on this person.
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address