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.

Advisor moves

Departures from Amp Wealth Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jerome Arthur MahalickAmp Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAJul 31, 2025Jun 24, 2025
Gregory Todd MahalickAmp Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAJul 31, 2025Jun 24, 2025
James Thomas BreenAmp Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAJul 31, 2025Jun 30, 2025
Joseph McdermottAmp Wealth Management mixed wealthCuri Capital, LLC independent RIARIA to RIAOct 12, 2022Aug 7, 2023 (299 d)
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4 moves match.