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 Amicus 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 |
|---|---|---|---|---|---|
| Benson Packer | Amicus Financial Advisors, LLC independent RIA | Onyx Financial Advisors, LLC independent RIA | RIA to RIA | Jan 22, 2026 | Feb 17, 2026 |
| Victor Hugo Garza | Amicus Financial Advisors, LLC independent RIA | Ernst & Young Investment Advisers Llp no RAUM | Other | Jun 15, 2022 | Feb 16, 2021 |
| Jean Anne Griffin | Amicus Financial Advisors, LLC independent RIA | Northstar Investment Advisory LLC no RAUM | RIA to a newly registered adviser | Jan 18, 2022 | May 11, 2022 (113 d) |
| Redina E Franklin | Amicus Financial Advisors, LLC independent RIA | Innovative Advisory Group independent RIA | RIA to RIA | Mar 2, 2021 | Mar 10, 2021 |
| Lindsay Shae Elwood | Amicus Financial Advisors, LLC other | Elwood & Goetz other | Other | Jan 3, 2011 | Aug 30, 2010 |
| Matthew Dean Peck | Amicus Financial Advisors, LLC other | Warren Financial Services, LLC unclassified | Other | Dec 7, 2009 | Dec 22, 2009 |
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6 moves match.