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 Jane Johnson
Feed of 09/14/2026
Also filed as Amanda J. Schultz
At current firm
1 y
since Mar 31, 2025
In the industry
16 y
since Apr 23, 2010 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Corcoran, Mn
- Fidelity Personal And Workplace Advisors formerSep 6, 2023 to Mar 31, 2025 · Minnetonka, Mn
- LPL Financial LLC BD affiliatedMar 10, 2021 to Jun 27, 2023 · Bloomington, Mn
- Secured Retirement Advisors, LLC independent RIAMar 10, 2020 to Feb 10, 2021 · St Louis Park, Mn
- Advisornet Wealth Partners independent RIAMay 20, 2019 to Feb 13, 2020 · Minneapolis, Mn
- Commonwealth Financial Network national BDAug 15, 2018 to Mar 19, 2019 · Bloomington, Mn
- Cri Securities, LLC formerAug 12, 2014 to Aug 16, 2018 · Minneapolis, Mn
- Securian Financial Services, Inc. formerAug 12, 2014 to Aug 16, 2018 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Fidelity Personal And Workplace Advisorsleft Jun 27, 2023, registered Sep 6, 2023 (71 days) · Affiliated broker-dealer or bank to another
- Secured Retirement Advisors, LLC to LPL Financial LLCleft Feb 10, 2021, registered Mar 10, 2021 (28 days) · RIA to affiliated broker-dealer or bank
- Advisornet Wealth Partners to Secured Retirement Advisors, LLCleft Feb 13, 2020, registered Mar 10, 2020 (26 days) · RIA to RIA
- Commonwealth Financial Network to Advisornet Wealth Partnersleft Mar 19, 2019, registered May 20, 2019 (62 days) · Affiliated broker-dealer or bank to independent RIA
- Cri Securities, LLC to Commonwealth Financial Networkleft Aug 16, 2018, registered Aug 15, 2018 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Securian Financial Services, Inc. to Cri Securities, LLCleft Aug 16, 2018, registered Aug 12, 2014 (-1465 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- Amanda Jane Johnson left Lpl Financial Llc for Fidelity Personal And Workplace Advisors (registered 2023-09-06)Jun 27, 2023 · 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