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 Amfg 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 |
|---|---|---|---|---|---|
| Steven J Mattern | Esi Financial Advisors independent RIA | Amfg Wealth Management LLC state registered | RIA to a state-registered adviser | Nov 15, 2024 | Nov 19, 2024 |
| William Joseph Demarco | Org Partners independent RIA | Amfg Wealth Management LLC state registered | RIA to a state-registered adviser | Apr 26, 2023 | Jan 31, 2023 |
| James Edward Eastwood | Gradient Advisors, LLC independent RIA | Amfg Wealth Management LLC state registered | RIA to a state-registered adviser | Feb 28, 2023 | Apr 16, 2026 (1143 d) |
| Zachariah J. Spicer | Oneamerica Securities, Inc. BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 6, 2020 | Jun 24, 2020 (49 d) |
| Raymond Scott Louden | MML Investors Services, LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2019 | Jan 10, 2020 (99 d) |
| David Earl Herwerden | Cetera Advisor Networks LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2019 | Sep 11, 2019 |
| Terrence Jude Heil | Cetera Advisor Networks LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 25, 2019 | Sep 13, 2019 |
| Matthew D Heck | Cetera Advisor Networks LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 16, 2019 | Sep 12, 2019 |
| Joseph F Romito | Cetera Advisor Networks LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 13, 2019 | Sep 11, 2019 |
| Curtis Wilcox Lindsay | Cetera Advisor Networks LLC BD affiliated | Amfg Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 1, 2019 | Sep 11, 2019 (222 d) |
| Alfred James Feronti | Sageguard Wealth Management, Inc. unclassified | Amfg Wealth Management LLC state registered | Other | Mar 26, 2018 | Mar 19, 2018 |
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11 moves match.