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 Lynn Moore
Certified Financial Planner
Feed of 09/14/2026
Also filed as Amy L Cattelino
At current firm
8 y
since Feb 23, 2018
In the industry
12 y
since Sep 23, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pure Financial Advisors, LLC independent RIA currentsince Feb 23, 2018 · San Diego, Ca
- Financial Advisors Network, Inc. independent RIASep 18, 2015 to Jul 6, 2016 · Tustin, Ca
- LPL Financial LLC BD affiliatedNov 3, 2014 to Jul 1, 2016 · Tustin, Ca
- Waddell & Reed formerSep 23, 2013 to Jun 30, 2014 · Brea, Ca
Moves
a registration end followed by a registration begin elsewhere
- Financial Advisors Network, Inc. to Pure Financial Advisors, LLCleft Jul 6, 2016, registered Feb 23, 2018 (597 days) · Other
- LPL Financial LLC to Financial Advisors Network, Inc.left Jul 1, 2016, registered Sep 18, 2015 (-287 days) · Other · moved with a team
- Waddell & Reed to LPL Financial LLCleft Jun 30, 2014, registered Nov 3, 2014 (126 days) · Other
Signals
No dated event on this person.
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address