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.
Feed of 09/14/2026
Also filed as Amanda Fitz
At current firm
0 y
since Aug 17, 2026
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Aug 17, 2026 · St. Louis, Mo
- Wells Fargo Advisors wirehouseOct 4, 2024 to Sep 3, 2026 · St. Louis, Mo
- Morgan Stanley wirehouseMar 16, 2023 to Oct 1, 2024 · Tempe, Az
- Wealthfront Advisers LLC BD affiliatedJan 6, 2023 to Feb 22, 2023 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Edward Jonesleft Sep 3, 2026, registered Aug 17, 2026 (-17 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Wells Fargo Advisorsleft Oct 1, 2024, registered Oct 4, 2024 (3 days) · Wirehouse to wirehouse
- Wealthfront Advisers LLC to Morgan Stanleyleft Feb 22, 2023, registered Mar 16, 2023 (22 days) · RIA to wirehouse
Signals
- Amanda Ellen Fitz left Wells Fargo Advisors for Edward Jones (registered 2026-08-17)Sep 3, 2026 · Advisor changed firm · fact
- Amanda Ellen Fitz left Morgan Stanley for Wells Fargo Advisors (registered 2024-10-04)Oct 1, 2024 · Advisor changed firm · fact
- Amanda Ellen Fitz left Wealthfront Advisers Llc for Morgan Stanley (registered 2023-03-16)Feb 22, 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address