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 Ameritime, 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
John A RundleSecurities America Advisors, Inc. BD affiliatedAmeritime, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 14, 2024Dec 21, 2017
Tyler Jay LaneSecurities America Advisors, Inc. BD affiliatedAmeritime, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 14, 2024Jan 9, 2019
Ross Alan BauerSecurities America Advisors, Inc. BD affiliatedAmeritime, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 14, 2024Oct 28, 2019
Thomas Joe AlstromSecurities America Advisors, Inc. BD affiliatedAmeritime, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 14, 2024Sep 25, 2020
Russell Eugene LaneNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Angela Michelle FordNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Andrew Noble MassieonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Robert Renner LaneNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Steven Q. AdamsonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Brian D LutherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017Sep 16, 2008
Grant Jay LaneNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJul 19, 2017May 24, 2010
Mark Edward HoweNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritime, LLC state registeredOtherJan 8, 2010Aug 10, 2009
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12 moves match.