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•• M•••••• Z•••••••••

F•••• P••••••• W•••••• L••independent RIAHouston, TxIA-onlyIAPD 5212495

Certified Financial Planner

Feed of 09/14/2026

Also filed as Amy M•••••• Greco

At current firm

0 y

since Jan 4, 2026

In the industry

20 y

since Jul 18, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Jan 4, 2026 · Houston, Tx
N••••••••• A•••• M••••••••• L•• independent RIA
Apr 1, 2025 to Mar 20, 2026 · Houston, Tx
T•••••••• W•••••• L•• former
Mar 28, 2024 to Apr 3, 2025 · Houston, Tx
W•••••• W••••• M••••••••• unclassified
Apr 4, 2023 to Mar 28, 2024 · Ramona, Ca
O•• H•••••• I••••••••• S••••••• independent RIA
Feb 25, 2022 to Sep 14, 2022 · Houston, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 7, 2018 to Dec 15, 2021 · Houston, Tx
R•••••• R••••••• • M•••• M••••••••• L••••• independent RIA
Sep 6, 2006 to Nov 17, 2014 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

N••••••••• A•••• M••••••••• L•• to F•••• P••••••• W•••••• L••
left Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
T•••••••• W•••••• L•• to N••••••••• A•••• M••••••••• L••
left Apr 3, 2025, registered Apr 1, 2025 (-2 days) · RIA to RIA · moved with a team
W•••••• W••••• M••••••••• to T•••••••• W•••••• L••
left Mar 28, 2024, registered Mar 28, 2024 (0 days) · Other
O•• H•••••• I••••••••• S••••••• to W•••••• W••••• M•••••••••
left Sep 14, 2022, registered Apr 4, 2023 (202 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•• H•••••• I••••••••• S•••••••
left Dec 15, 2021, registered Feb 25, 2022 (72 days) · Wirehouse to independent RIA
R•••••• R••••••• • M•••• M••••••••• L••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 17, 2014, registered Mar 7, 2018 (1206 days) · Other

Signals

A•• M•••••• Z••••••••• left T•••••••• W•••••• L•• for N••••••••• A•••• M••••••••• L•• (registered 2025-04-01)
Apr 3, 2025 · Advisor changed firm · fact
A•• M•••••• Z••••••••• left W•••••• W••••• M••••••••• for T•••••••• W•••••• L•• (registered 2024-03-28)
Mar 28, 2024 · Advisor changed firm · fact
A•• M•••••• Z••••••••• left O•• H•••••• I••••••••• S••••••• for W•••••• W••••• M••••••••• (registered 2023-04-04)
Sep 14, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address