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 American Financial Advisors, LLC.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Margaret Arrowood Remeika | American Financial Advisors, LLC. independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2026 | Jun 22, 2026 |
| Michael James Coelho | American Financial Advisors, LLC. independent RIA | Henssler Financial independent RIA | RIA to RIA | Jul 2, 2024 | Jan 15, 2025 (197 d) |
| John Kevin Grady | American Financial Advisors, LLC. independent RIA | Raa independent RIA | RIA to RIA | Mar 21, 2019 | Apr 1, 2019 |
| Rex Phillip Macey | American Financial Advisors, LLC. other | Wilmington Trust Investment Management other | Other | Mar 28, 2013 | Feb 25, 2005 |
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4 moves match.