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
Aimee Margaret Lloyd
Certified Financial Planner
Feed of 09/15/2026
Also filed as Margaret Aimee Keuler
At current firm
3 y
since Nov 15, 2022
In the industry
24 y
since Apr 3, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Winthrop Wealth independent RIA currentsince Nov 15, 2022 · Shoreline, Wa
- Private Advisor Group, LLC BD affiliatedDec 19, 2013 to Dec 2, 2022 · Bellevue, Wa
- Myicon state registeredSep 17, 2012 to Oct 13, 2022 · Kirkland, Wa
- Myicon state registeredSep 17, 2012 to Dec 31, 2021 · Kirkland, Wa
- Boone Wealth Advisors, LLC independent RIAAug 14, 2006 to Oct 26, 2012 · Bellevue, Wa
- LPL Financial LLC BD affiliatedAug 11, 2005 to Nov 2, 2015 · Kirkland, Wa
- Burridge Group LLC unclassifiedApr 3, 2002 to Jan 31, 2005 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Private Advisor Group, LLC to Winthrop Wealthleft Dec 2, 2022, registered Nov 15, 2022 (-17 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Myicon to Private Advisor Group, LLCleft Oct 13, 2022, registered Dec 19, 2013 (-3220 days) · Other · moved with a team
- LPL Financial LLC to Boone Wealth Advisors, LLCleft Nov 2, 2015, registered Aug 14, 2006 (-3367 days) · Other · moved with a team
- Boone Wealth Advisors, LLC to Myiconleft Oct 26, 2012, registered Sep 17, 2012 (-39 days) · Other
- Burridge Group LLC to LPL Financial LLCleft Jan 31, 2005, registered Aug 11, 2005 (192 days) · Other
Signals
- Aimee Margaret Lloyd left Private Advisor Group, Llc for Winthrop Wealth (registered 2022-11-15)Dec 2, 2022 · Advisor changed firm · fact
- Aimee Margaret Lloyd left Myicon for Private Advisor Group, Llc (registered 2013-12-19)Oct 13, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address