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.

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Registered advisor

A••••• B••••• R••••

E••••• J••••national BDBoerne, Txdual registrantIAPD 5760667

Feed of 09/14/2026

Also filed as Amanda Reyes

At current firm

2 y

since Jul 15, 2024

In the industry

16 y

since Apr 8, 2010 (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

E••••• J•••• national BD current
since Jul 15, 2024 · Boerne, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jul 22, 2024 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Feb 19, 2014 to Jan 8, 2018 · San Antonio, Tx
T••••••• I••••••••• M••••••••• I••• BD affiliated
Aug 31, 2011 to Jan 28, 2013 · Loveland, Co
U••• F•••••••• P••••••• S••••••• former
Dec 22, 2010 to Aug 23, 2011 · San Antonio, Tx
E••••• J•••• national BD
Apr 12, 2010 to Nov 12, 2010 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

U••• I••••••••• S••••••• C•••••• to E••••• J••••
left Jul 22, 2024, registered Jul 15, 2024 (-7 days) · Other
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
T••••••• I••••••••• M••••••••• I••• to U••• F•••••••• P••••••• S•••••••
left Jan 28, 2013, registered Feb 19, 2014 (387 days) · Other
U••• F•••••••• P••••••• S••••••• to T••••••• I••••••••• M••••••••• I•••
left Aug 23, 2011, registered Aug 31, 2011 (8 days) · Other
E••••• J•••• to U••• F•••••••• P••••••• S•••••••
left Nov 12, 2010, registered Dec 22, 2010 (40 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

A••••• B••••• R•••• left U••• I••••••••• S••••••• C•••••• for E••••• J•••• (registered 2024-07-15)
Jul 22, 2024 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address