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 L. Duncan

Kestra Advisory Services, LLCBD affiliatedDenver, Co dual registrantIAPD 4193765

Certified Financial Planner

Feed of 09/15/2026

Also filed as Amy Lynne Ballinger

At current firm

0 y

since Jul 27, 2026

In the industry

25 y

since Apr 6, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kestra Advisory Services, LLC BD affiliated current
since Jul 27, 2026 · Denver, Co
Bfc Planning, Inc. BD affiliated
Dec 5, 2025 to Jul 28, 2026 · Cedar Rapids, Ia
Moloney Investment Advisory LLC former
Mar 17, 2016 to Dec 31, 2016 · Denver, Co
Moloney Securities Asset Management LLC former
Feb 23, 2016 to Dec 5, 2025 · Denver, Co
Moloney Securities Co., Inc. former
Jul 19, 2012 to Apr 13, 2016 · Manchester, Mo

Moves

a registration end followed by a registration begin elsewhere

Bfc Planning, Inc. to Kestra Advisory Services, LLC
left Jul 28, 2026, registered Jul 27, 2026 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
Moloney Securities Asset Management LLC to Moloney Investment Advisory LLC
left Dec 5, 2025, registered Mar 17, 2016 (-3550 days) · Other · moved with a team
Moloney Investment Advisory LLC to Bfc Planning, Inc.
left Dec 31, 2016, registered Dec 5, 2025 (3261 days) · Other · moved with a team
Moloney Securities Co., Inc. to Moloney Securities Asset Management LLC
left Apr 13, 2016, registered Feb 23, 2016 (-50 days) · channel change inside one enterprise, not a move · moved with a team

Signals

Amy L. Duncan left Bfc Planning, Inc. for Kestra Advisory Services, Llc (registered 2026-07-27)
Jul 28, 2026 · Advisor changed firm · fact
Amy L. Duncan left Moloney Securities Asset Management Llc for Moloney Investment Advisory Llc (registered 2016-03-17)
Dec 5, 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address