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 Amara Financial, 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 |
|---|---|---|---|---|---|
| Lisa Marie Morgan | Robert W. Baird & Co. Incorporated mixed wealth | Amara Financial, LLC independent RIA | RIA to RIA | May 5, 2026 | May 28, 2026 |
| Abraham Martinez | Brio Financial Group independent RIA | Amara Financial, LLC independent RIA | RIA to RIA | Jun 19, 2020 | Dec 21, 2020 (185 d) |
| Lauren Marie Fortier | Brio Financial Group independent RIA | Amara Financial, LLC no RAUM | RIA to a newly registered adviser | Jun 19, 2020 | Jul 1, 2020 |
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3 moves match.