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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A•• C•••••••• S••••••••

C•••••• S••••• • C••• I•••national BDLone Tree, Co dual registrantIAPD 4800743

Feed of 09/15/2026

Also filed as Amy C•••••••• Snyder

At current firm

3 y

since Oct 6, 2022

In the industry

17 y

since Apr 1, 2009 (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

C•••••• S••••• • C••• I••• national BD current
since Oct 6, 2022 · Ballwin, Mo
T• A••••••••• I••• former
Jul 15, 2022 to Oct 14, 2022 · St Louis, Mo
W•••• F•••• A••••••• wirehouse
Apr 2, 2020 to Jun 8, 2022 · Frontenac, Mo
T• A••••••••• I••• former
Nov 8, 2017 to Apr 3, 2020 · St. Louis, Mo
S•••••••• I••••••••• M••••••••• former
Aug 3, 2017 to Jan 8, 2018 · Saint Louis, Mo
S•• A•••••••• I••• former
Feb 3, 2017 to Jul 17, 2017 · Chesterfield, Mo
F•••• A••••• A••••••• S•••••••• I••• former
Jan 4, 2016 to Dec 23, 2016 · Chesterfield, Mo

Moves

a registration end followed by a registration begin elsewhere

T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Oct 6, 2022 (-8 days) · channel change inside one enterprise, not a move · moved with a team
W•••• F•••• A••••••• to T• A••••••••• I•••
left Jun 8, 2022, registered Jul 15, 2022 (37 days) · Other
T• A••••••••• I••• to W•••• F•••• A•••••••
left Apr 3, 2020, registered Apr 2, 2020 (-1 days) · Other
S•••••••• I••••••••• M••••••••• to T• A••••••••• I•••
left Jan 8, 2018, registered Nov 8, 2017 (-61 days) · channel change inside one enterprise, not a move · moved with a team
S•• A•••••••• I••• to S•••••••• I••••••••• M•••••••••
left Jul 17, 2017, registered Aug 3, 2017 (17 days) · Other
F•••• A••••• A••••••• S•••••••• I••• to S•• A•••••••• I•••
left Dec 23, 2016, registered Feb 3, 2017 (42 days) · Other

Signals

A•• C•••••••• S•••••••• left W•••• F•••• A••••••• for T• A••••••••• I••• (registered 2022-07-15)
Jun 8, 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: National broker-dealer RIAderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address