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
James Andrew Amerman
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Jul 22, 2024
In the industry
13 y
since Jan 14, 2013 (earliest exam, job or registration)
Prior registered firms
4
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
- First Command Advisory Services BD affiliated currentsince Jul 22, 2024 · San Diego, Ca
- Fortress Wealth Management, Inc. formerAug 26, 2021 to Apr 21, 2023 · Culver City, Ca
- Adviceperiod, LLC formerJun 25, 2021 to Aug 13, 2021 · Los Angeles, Ca
- Lourdmurray formerDec 15, 2015 to Dec 24, 2018 · Beverly Hills, Ca
- Pure Financial Advisors, LLC independent RIAJan 15, 2013 to Nov 3, 2015 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Fortress Wealth Management, Inc. to First Command Advisory Servicesleft Apr 21, 2023, registered Jul 22, 2024 (458 days) · RIA to affiliated broker-dealer or bank
- Adviceperiod, LLC to Fortress Wealth Management, Inc.left Aug 13, 2021, registered Aug 26, 2021 (13 days) · RIA to RIA
- Lourdmurray to Adviceperiod, LLCleft Dec 24, 2018, registered Jun 25, 2021 (914 days) · RIA to RIA
- Pure Financial Advisors, LLC to Lourdmurrayleft Nov 3, 2015, registered Dec 15, 2015 (42 days) · Other
Signals
- James Andrew Amerman left Fortress Wealth Management, Inc. for First Command Advisory Services (registered 2024-07-22)Apr 21, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address