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
Amanda Beth Glanz
Certified Financial Planner
Feed of 09/14/2026
Also filed as Amanda Beth Yaeger
At current firm
0 y
since Nov 18, 2025
In the industry
24 y
since Jun 7, 2002 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Nov 18, 2025 · New Orleans, La
- Janney Montgomery Scott LLC BD affiliatedNov 30, 2017 to Nov 25, 2025 · Bedminster, Nj
- UBS Financial Services Inc. wirehouseNov 28, 2008 to Dec 11, 2017 · Warren, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 7, 2002 to Dec 2, 2008 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- Janney Montgomery Scott LLC to Newedge Advisorsleft Nov 25, 2025, registered Nov 18, 2025 (-7 days) · Affiliated broker-dealer or bank to another
- UBS Financial Services Inc. to Janney Montgomery Scott LLCleft Dec 11, 2017, registered Nov 30, 2017 (-11 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left Dec 2, 2008, registered Nov 28, 2008 (-4 days) · Wirehouse to wirehouse
Signals
- Amanda Beth Glanz left Janney Montgomery Scott Llc for Newedge Advisors (registered 2025-11-18)Nov 25, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address