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 American Money 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
Thomas William McauliffeConscious Capital Wealth Management, LLC independent RIAAmerican Money Management, LLC independent RIARIA to RIASep 30, 2025Oct 5, 2025
Rene Paul De CharonWealth Quest Partners, Inc. independent RIAAmerican Money Management, LLC independent RIARIA to RIASep 2, 2021Jun 23, 2021
Jeanni Patricia HarrisonWealth Quest Partners, Inc. independent RIAAmerican Money Management, LLC independent RIARIA to RIASep 2, 2021Jun 23, 2021
Marnie Walters BairdWealth Quest Partners, Inc. independent RIAAmerican Money Management, LLC independent RIARIA to RIAAug 11, 2021Jun 23, 2021
Mark Jackson MyersHorter Investment Management, LLC independent RIAAmerican Money Management, LLC independent RIARIA to RIAMay 9, 2019May 14, 2019
John Matthew SimonGirard Securities, Inc. otherAmerican Money Management, LLC otherOtherNov 1, 2017Aug 11, 2005
Allen Michael KayWells Fargo Advisors wirehouseAmerican Money Management, LLC otherOtherJan 27, 2009May 5, 2009 (98 d)
Adele Linda CanettiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAmerican Money Management, LLC otherOtherMay 23, 2008Jul 18, 2008 (56 d)
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8 moves match.