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 Amj Financial 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.

AdvisorFromToTypeLeftRegistered
Matthew AlbrittonSagevest Wealth Management independent RIAAmj Financial Wealth Management LLC independent RIARIA to RIADec 1, 2023Jan 26, 2024 (56 d)
David WeissBrighter Financial Capital Management, LLC independent RIAAmj Financial Wealth Management LLC independent RIARIA to RIAJun 25, 2021Jul 26, 2021 (31 d)
Joshua Frederick WillifordRaymond James Financial Services Advisors, Inc BD affiliatedAmj Financial Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2020Apr 21, 2021 (125 d)
Tucker Ryan HoltLPL Financial LLC independent RIAAmj Financial Wealth Management LLC independent RIARIA to RIAApr 24, 2019Apr 26, 2019
Ibtasam MahmoodScottrade Investment Management BD affiliatedAmj Financial Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2018Apr 28, 2018 (51 d)
Fridtjov MarkussenWaddell & Reed otherAmj Financial Wealth Management LLC independent RIAOtherFeb 20, 2013Feb 26, 2015 (736 d)
Angela Mullis BenderLPL Financial LLC otherAmj Financial Wealth Management LLC independent RIAOtherMay 31, 2012Mar 27, 2017 (1761 d)
John Malcolm MullisLPL Financial LLC otherAmj Financial Wealth Management LLC independent RIAOtherMay 3, 2012Jun 1, 2012
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8 moves match.