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 Amj Financial Wealth Management 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.

AdvisorFromToTypeLeftRegistered
Austin CataniaAmj Financial Wealth Management LLC independent RIAMilestone Asset Management, LLC independent RIARIA to RIAFeb 13, 2025Jan 14, 2026 (335 d)
Megan KellyAmj Financial Wealth Management LLC independent RIACreative Planning independent RIARIA to RIAJul 24, 2023Jul 31, 2023
David WeissAmj Financial Wealth Management LLC independent RIACreative Planning independent RIARIA to RIAMar 30, 2023Apr 11, 2023
Bianca Sophie SanAmj Financial Wealth Management LLC independent RIACassaday & Company, Inc. independent RIARIA to RIAFeb 10, 2023Jul 17, 2023 (157 d)
Joshua Frederick WillifordAmj Financial Wealth Management LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 7, 2022Oct 25, 2024 (963 d)
Ibtasam MahmoodAmj Financial Wealth Management LLC independent RIAAzzad Asset Management, Inc. independent RIARIA to RIADec 18, 2018Jan 24, 2019 (37 d)
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6 moves match.