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

Amy Clingenpeel Diamond

Edelman Financial Enginesindependent RIASalt Lake City, UtIA-onlyIAPD 6024336

Feed of 09/14/2026

Also filed as Amy C. Diamond

At current firm

0 y

since Apr 10, 2026

In the industry

14 y

since Apr 21, 2012 (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

Registration history

IAPD current and previous registrations

Edelman Financial Engines independent RIA current
since Apr 10, 2026 · Salt Lake City, Ut
Alta Capital Management LLC independent RIA
Jan 21, 2026 to Mar 24, 2026 · Salt Lake City, Ut
Narus Financial Partners, LLC independent RIA
Jun 2, 2022 to Dec 17, 2025 · Salt Lake City, Ut
Copperwynd Financial former
Oct 1, 2015 to May 10, 2022 · Kaysville, Ut
Creative Planning independent RIA
Aug 26, 2014 to May 11, 2015 · Kaysville, Ut
Td Ameritrade Investment Management, LLC former
Dec 3, 2012 to Aug 25, 2014 · Salt Lake City, Ut
Td Ameritrade, Inc. former
Dec 3, 2012 to Aug 25, 2014 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Alta Capital Management LLC to Edelman Financial Engines
left Mar 24, 2026, registered Apr 10, 2026 (17 days) · RIA to RIA
Narus Financial Partners, LLC to Alta Capital Management LLC
left Dec 17, 2025, registered Jan 21, 2026 (35 days) · RIA to RIA
Copperwynd Financial to Narus Financial Partners, LLC
left May 10, 2022, registered Jun 2, 2022 (23 days) · RIA to RIA
Creative Planning to Copperwynd Financial
left May 11, 2015, registered Oct 1, 2015 (143 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Aug 25, 2014, registered Dec 3, 2012 (-630 days) · channel change inside one enterprise, not a move
Td Ameritrade, Inc. to Creative Planning
left Aug 25, 2014, registered Aug 26, 2014 (1 days) · Other

Signals

Amy Clingenpeel Diamond left Alta Capital Management Llc for Edelman Financial Engines (registered 2026-04-10)
Mar 24, 2026 · Advisor changed firm · fact
Amy Clingenpeel Diamond left Narus Financial Partners, Llc for Alta Capital Management Llc (registered 2026-01-21)
Dec 17, 2025 · Advisor changed firm · fact
Amy Clingenpeel Diamond left Copperwynd Financial for Narus Financial Partners, Llc (registered 2022-06-02)
May 10, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address