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•• L••• C•••••

L••••• W••••• M••••••••• L••independent RIABoise, Id dual registrantIAPD 5966664

Feed of 09/14/2026

Also filed as Amy Lubis

At current firm

0 y

since Aug 12, 2026

In the industry

21 y

since Aug 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedlegacywealthmg.comfirm site, Sep 16, 2026
Direct business phone: 208-955-0500reportedlegacywealthmg.comfirm site, Sep 16, 2026
Professional profile: legacywealthmg.com/team/amy-coltonreportedlegacywealthmg.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

L••••• W••••• M••••••••• L•• i••••••••• wealth current
since Aug 12, 2026 · Austin, Tx
F•••••••• i••••••••• wealth
Sep 8, 2021 to Aug 10, 2026 · Austin, Tx
C••••• • A••••••••• I••• i••••••••• wealth
May 18, 2020 to Mar 3, 2022 · Austin, Tx
I••••••••• F•••••••• P••••••• BD affiliated
Oct 19, 2015 to May 18, 2020 · Dripping Springs, Tx
L•• F•••••••• L•• BD affiliated
May 8, 2014 to Sep 8, 2016 · Austin, Tx
E•••• S••••••••• L•• BD affiliated
Mar 31, 2014 to May 13, 2014 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

F•••••••• to L••••• W••••• M••••••••• L••
left Aug 10, 2026, registered Aug 12, 2026 (2 days) · RIA to RIA
C••••• • A••••••••• I••• to F••••••••
left Mar 3, 2022, registered Sep 8, 2021 (-176 days) · Affiliated broker-dealer or bank to independent RIA
I••••••••• F•••••••• P••••••• to C••••• • A••••••••• I•••
left May 18, 2020, registered May 18, 2020 (0 days) · Affiliated broker-dealer or bank to independent RIA
L•• F•••••••• L•• to I••••••••• F•••••••• P•••••••
left Sep 8, 2016, registered Oct 19, 2015 (-325 days) · Other
E•••• S••••••••• L•• to L•• F•••••••• L••
left May 13, 2014, registered May 8, 2014 (-5 days) · Other

Signals

A•• L••• C••••• left Forefront for L••••• W••••• M••••••••• L•• (registered 2026-08-12)
Aug 10, 2026 · Advisor changed firm · fact
A•• L••• C••••• left C••••• • A••••••••• I••• for Forefront (registered 2021-09-08)
Mar 3, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address