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
Arrivals at Ami Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jared Thomas Fiedler | Valeo Financial Advisors, LLC independent RIA | Ami Investment Management Inc mixed wealth | RIA to RIA | Jul 3, 2023 | Aug 3, 2023 (31 d) |
| Ryan Allan Kay | Wells Fargo Advisors wirehouse | Ami Investment Management Inc other | Other | Jul 28, 2014 | Aug 4, 2014 |
| Benjamin David Shively | Cetera Investment Services LLC other | Ami Investment Management Inc mixed wealth | Other | Dec 1, 2005 | Aug 26, 2022 (6112 d) |
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3 moves match.