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 Leigh Merrill
Certified Financial Planner
Feed of 09/14/2026
Also filed as Amanda Leigh Haff
At current firm
2 y
since Jul 1, 2024
In the industry
10 y
since Sep 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jul 1, 2024 · St. Louis, Mo
- Buckingham Strategic Wealth, LLC formerJun 13, 2019 to Jul 1, 2024 · St Louis, Mo
- Moneta Group Investment Advisors, LLC independent RIANov 9, 2016 to May 24, 2019 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Jul 1, 2024, registered Jul 1, 2024 (0 days) · corporate re-registration, not a move
- Moneta Group Investment Advisors, LLC to Buckingham Strategic Wealth, LLCleft May 24, 2019, registered Jun 13, 2019 (20 days) · RIA to affiliated broker-dealer or bank
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address