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 Lynne White

Journey Wealth Managementindependent RIACleveland, OhIA-onlyIAPD 4454406

Feed of 09/14/2026

Also filed as Amy Lynne Whirrett

At current firm

4 y

since Mar 17, 2022

In the industry

22 y

since Jul 8, 2004 (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

Journey Wealth Management independent RIA current
since Mar 17, 2022 · Cleveland, Oh
Signal Tree Financial Partners LLC independent RIA
Jan 3, 2022 to Mar 9, 2022 · Copley, Oh
Sequoia Financial Group, L.L.C. independent RIA
Jan 28, 2015 to Dec 18, 2015 · Akron, Oh
Wells Fargo Advisors wirehouse
Nov 9, 2007 to Jan 6, 2015 · Akron, Oh
Morgan Stanley & Co. LLC unclassified
Apr 30, 2007 to Oct 19, 2007 · Beachwood, Oh
Wells Fargo Advisors wirehouse
Oct 18, 2005 to Apr 20, 2007 · Canfield, Oh
UBS Financial Services Inc. wirehouse
Nov 1, 2004 to Oct 28, 2005 · Canfield, Oh

Moves

a registration end followed by a registration begin elsewhere

Signal Tree Financial Partners LLC to Journey Wealth Management
left Mar 9, 2022, registered Mar 17, 2022 (8 days) · Other
Sequoia Financial Group, L.L.C. to Signal Tree Financial Partners LLC
left Dec 18, 2015, registered Jan 3, 2022 (2208 days) · Other
Wells Fargo Advisors to Sequoia Financial Group, L.L.C.
left Jan 6, 2015, registered Jan 28, 2015 (22 days) · Other · moved with a team
Morgan Stanley & Co. LLC to Wells Fargo Advisors
left Oct 19, 2007, registered Nov 9, 2007 (21 days) · Other
Wells Fargo Advisors to Morgan Stanley & Co. LLC
left Apr 20, 2007, registered Apr 30, 2007 (10 days) · Other
UBS Financial Services Inc. to Wells Fargo Advisors
left Oct 28, 2005, registered Oct 18, 2005 (-10 days) · Wirehouse to wirehouse

Signals

Amy Lynne White left Signal Tree Financial Partners Llc for Journey Wealth Management (registered 2022-03-17)
Mar 9, 2022 · 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: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address