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

Amanda Whitney

Cetera Investment Advisers LLCBD affiliatedSan Diego, Cadual registrantIAPD 6575603

Feed of 09/14/2026

Also filed as Amanda Whitney Specht

At current firm

0 y

since Oct 6, 2025

In the industry

10 y

since Oct 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Oct 6, 2025 · San Diego, Ca
Osaic Wealth, Inc. BD affiliated
Jan 19, 2024 to Sep 11, 2025 · Carlsbad, Ca
Guide My Finances state registered
Aug 22, 2022 to Sep 9, 2025 · Carlsbad, Ca
Woodbury Financial Services, Inc. former
Aug 17, 2022 to Jan 19, 2024 · Carlsbad, Ca
Clear Sky Wealth LLC unclassified
Oct 29, 2019 to Sep 1, 2022 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Cetera Investment Advisers LLC
left Sep 11, 2025, registered Oct 6, 2025 (25 days) · Affiliated broker-dealer or bank to another
Guide My Finances to Osaic Wealth, Inc.
left Sep 9, 2025, registered Jan 19, 2024 (-599 days) · Other
Woodbury Financial Services, Inc. to Guide My Finances
left Jan 19, 2024, registered Aug 22, 2022 (-515 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team
Clear Sky Wealth LLC to Woodbury Financial Services, Inc.
left Sep 1, 2022, registered Aug 17, 2022 (-15 days) · Other

Signals

Amanda Whitney left Osaic Wealth, Inc. for Cetera Investment Advisers Llc (registered 2025-10-06)
Sep 11, 2025 · Advisor changed firm · fact
Amanda Whitney left Guide My Finances for Osaic Wealth, Inc. (registered 2024-01-19)
Sep 9, 2025 · Advisor changed firm · fact
Amanda Whitney left Woodbury Financial Services, Inc. for Guide My Finances (registered 2022-08-22)
Jan 19, 2024 · Advisor changed firm · fact
Amanda Whitney left Clear Sky Wealth Llc for Woodbury Financial Services, Inc. (registered 2022-08-17)
Sep 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address