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
Alexandra Amoruso Kennedy
Certified Financial Planner
Feed of 09/15/2026
Also filed as Alex R. Amoruso
At current firm
0 y
since Jan 15, 2026
In the industry
10 y
since Dec 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Lifeworks Advisors, LLC independent RIA currentsince Jan 15, 2026 · Grand Rapids, Mi
- Rockefeller Capital Management BD affiliatedApr 19, 2023 to Jul 21, 2025 · New York, Ny
- J.P. Morgan Private Wealth Advisors LLC formerNov 14, 2017 to May 16, 2023 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Rockefeller Capital Management to Lifeworks Advisors, LLCleft Jul 21, 2025, registered Jan 15, 2026 (178 days) · Affiliated broker-dealer or bank to independent RIA
- J.P. Morgan Private Wealth Advisors LLC to Rockefeller Capital Managementleft May 16, 2023, registered Apr 19, 2023 (-27 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Alexandra Amoruso Kennedy left Rockefeller Capital Management for Lifeworks Advisors, Llc (registered 2026-01-15)Jul 21, 2025 · Advisor changed firm · fact
- Alexandra Amoruso Kennedy left J.P. Morgan Private Wealth Advisors Llc for Rockefeller Capital Management (registered 2023-04-19)May 16, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address