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 Amc 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hetal Lilish Saki | Amc Wealth Management, LLC state registered | Saaga Wealth Planning LLC state registered | Other | Aug 31, 2026 | Jul 24, 2026 |
| James Scott Taylor | Amc Wealth Management, LLC state registered | Inspire Advisors, LLC independent RIA | Other | Feb 27, 2025 | Apr 8, 2025 (40 d) |
| John Charles Clement | Amc Wealth Management, LLC state registered | Coppell Advisory Solutions LLC independent RIA | Other | Oct 31, 2024 | Jun 27, 2025 (239 d) |
| Adam Michael Cross | Amc Wealth Management, LLC state registered | Carson Capital state registered | Other | Sep 27, 2024 | Mar 28, 2023 |
| Alexander Joseph Hunt | Amc Wealth Management, LLC state registered | Dipaolo Financial Group, Inc. independent RIA | Other | Jul 28, 2023 | Aug 11, 2023 |
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5 moves match.