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 Wealth Management, Inc.

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
Michael Richard StrycznyAmerican Wealth Management, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 11, 2024Jul 10, 2024
Roger Alan HydeAmerican Wealth Management, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2024Jul 24, 2024 (40 d)
Robert Allen WilderAmerican Wealth Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2023Oct 4, 2023
Elizabeth Wilder RichardsonAmerican Wealth Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2023Oct 2, 2023
James M RichardsonAmerican Wealth Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2023Oct 2, 2023
Hasan AliAmerican Wealth Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 7, 2022Oct 7, 2022
Jason Lee SealeAmerican Wealth Management, Inc. independent RIASeacrest Wealth Management, LLC independent RIARIA to RIANov 30, 2021Dec 15, 2022 (380 d)
Russell Paul CarlsonAmerican Wealth Management, Inc. otherConcert Wealth Management otherOtherSep 4, 2013Sep 3, 2013
Gary Dewitt BurgerAmerican Wealth Management, Inc. otherGary Burger Investments, LLC unclassifiedOtherMay 12, 2011Apr 22, 2008
Dennis Charles KoenningAmerican Wealth Management, Inc. otherInvestment Advisors International, Inc. unclassifiedOtherDec 31, 2009Sep 21, 2010 (264 d)
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10 moves match.