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 Amerity 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
Brian Thomas BotheLPL Enterprise, LLC BD affiliatedAmerity Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2026Aug 25, 2026 (42 d)
Kelson Rhys BrunelleBrookstone Wealth Advisors, LLC no RAUMAmerity Wealth Management, LLC independent RIAOtherJul 24, 2025Jul 27, 2026 (368 d)
David Robert WattlesBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 31, 2024Jan 24, 2024
Alexander Peter StojkovicBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 31, 2024Jan 23, 2024
Richard S TeitelbaumBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 26, 2024Oct 10, 2024
Jason William HerschBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 26, 2024Oct 10, 2024
Christopher Lee StadlerCharles Schwab & Co., Inc. national BDAmerity Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 21, 2024Jun 21, 2024
Gil Blas Montilla VelezCapital Markets Iq, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAFeb 5, 2024Nov 2, 2023
Lance Michael PearceBrian S. Pearce, Inc. otherAmerity Wealth Management, LLC independent RIAOtherDec 31, 2023Jan 1, 2025 (367 d)
Joshua Craig FainBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIADec 21, 2023Jan 2, 2025 (378 d)
Claire TaylorForth Capital (USA), LLC state registeredAmerity Wealth Management, LLC independent RIAOtherDec 6, 2023Aug 29, 2023
Simon Edmund PuttSkybound Wealth USA independent RIAAmerity Wealth Management, LLC independent RIARIA to RIASep 13, 2023Oct 9, 2023
Nathan Charles TarrSkybound Wealth USA independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAAug 29, 2023Jul 26, 2023
Dawn May BondBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAMay 5, 2023Oct 13, 2022
Timothy Alan KershawBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAApr 14, 2023Aug 15, 2023 (123 d)
Sherwood Allison BarbourBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIADec 31, 2022Jan 10, 2023
Brian Stanley PearceThe Retirement Group, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAAug 14, 2018Jun 9, 2023 (1760 d)
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17 moves match.