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 Jo Sheeder
Feed of 09/15/2026
Also filed as Aj Sheeder
At current firm
3 y
since Oct 27, 2022
In the industry
19 y
since Feb 1, 2007 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prospera Financial Services, Inc. BD affiliated currentsince Oct 27, 2022 · Dallas, Tx
- LPL Financial LLC BD affiliatedMar 16, 2021 to Sep 12, 2022 · San Diego, Ca
- Dmkc Advisory Services, LLC independent RIASep 30, 2019 to May 20, 2020 · Des Moines, Ia
- Voya Financial Advisors, Inc. BD affiliatedAug 15, 2019 to Sep 4, 2019 · Windsor, Ct
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Prospera Financial Services, Inc.left Sep 12, 2022, registered Oct 27, 2022 (45 days) · RIA to RIA
- Dmkc Advisory Services, LLC to LPL Financial LLCleft May 20, 2020, registered Mar 16, 2021 (300 days) · RIA to affiliated broker-dealer or bank
- Voya Financial Advisors, Inc. to Dmkc Advisory Services, LLCleft Sep 4, 2019, registered Sep 30, 2019 (26 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Amanda Jo Sheeder left Lpl Financial Llc for Prospera Financial Services, Inc. (registered 2022-10-27)Sep 12, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address