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 Marie Ross

Ameritas Advisory Services, LLCBD affiliatedAppleton, Widual registrantIAPD 5128840

Feed of 09/14/2026

Also filed as Amanda M Thoma

At current firm

3 y

since Dec 20, 2022

In the industry

14 y

since Oct 24, 2011 (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

Ameritas Advisory Services, LLC BD affiliated current
since Dec 20, 2022 · Appleton, Wi
Aegis Financial former
Nov 30, 2021 to Nov 16, 2022 · Oshkosh, Wi
Woodbury Financial Services, Inc. former
Apr 23, 2021 to Oct 22, 2021 · Appleton, Wi
Oneamerica Securities, Inc. BD affiliated
Apr 2, 2020 to May 5, 2021 · Appleton, Wi
Packerland Brokerage Services, Inc. independent RIA
Dec 19, 2017 to Mar 30, 2020 · Green Bay, Wi
Investment Centers Of America, Inc. former
Feb 18, 2015 to Nov 20, 2017 · Appleton, Wi
Sii Investments, Inc. former
Feb 18, 2015 to Nov 20, 2017 · Appleton, Wi
U.S. Bancorp Investments, Inc. former
Apr 22, 2013 to Feb 20, 2015 · Oshkosh, Wi
Sii Investments, Inc. former
Oct 25, 2011 to Apr 17, 2013 · Appleton, Wi
Investment Centers Of America, Inc. former
Oct 25, 2011 to Apr 17, 2013 · Appleton, Wi

Moves

a registration end followed by a registration begin elsewhere

Aegis Financial to Ameritas Advisory Services, LLC
left Nov 16, 2022, registered Dec 20, 2022 (34 days) · RIA to affiliated broker-dealer or bank
Woodbury Financial Services, Inc. to Aegis Financial
left Oct 22, 2021, registered Nov 30, 2021 (39 days) · Affiliated broker-dealer or bank to independent RIA
Oneamerica Securities, Inc. to Woodbury Financial Services, Inc.
left May 5, 2021, registered Apr 23, 2021 (-12 days) · Affiliated broker-dealer or bank to another
Packerland Brokerage Services, Inc. to Oneamerica Securities, Inc.
left Mar 30, 2020, registered Apr 2, 2020 (3 days) · RIA to affiliated broker-dealer or bank
Sii Investments, Inc. to Investment Centers Of America, Inc.
left Nov 20, 2017, registered Feb 18, 2015 (-1006 days) · channel change inside one enterprise, not a move · moved with a team
Investment Centers Of America, Inc. to Packerland Brokerage Services, Inc.
left Nov 20, 2017, registered Dec 19, 2017 (29 days) · Other
U.S. Bancorp Investments, Inc. to Sii Investments, Inc.
left Feb 20, 2015, registered Feb 18, 2015 (-2 days) · Other
Investment Centers Of America, Inc. to U.S. Bancorp Investments, Inc.
left Apr 17, 2013, registered Apr 22, 2013 (5 days) · Other
Sii Investments, Inc. to Investment Centers Of America, Inc.
left Apr 17, 2013, registered Oct 25, 2011 (-540 days) · channel change inside one enterprise, not a move

Signals

Amanda Marie Ross left Aegis Financial for Ameritas Advisory Services, Llc (registered 2022-12-20)
Nov 16, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address