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 Amplify 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.

AdvisorFromToTypeLeftRegistered
David T. HatfieldAshton Thomas Private Wealth independent RIAAmplify Financial, LLC independent RIARIA to RIAFeb 10, 2026Feb 19, 2026
William Payton BayukCharles Schwab & Co., Inc. national BDAmplify Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2025Jan 12, 2026
Claudiu A. BarbosAshton Thomas Private Wealth independent RIAAmplify Financial, LLC no RAUMOtherNov 17, 2025Aug 14, 2024
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3 moves match.