Chief Technology Officer · Amplify Financial, LLC
David T. Hatfield
CRD 6196051 · Named on Form ADV at one SEC-registered adviser
At a glance
Amplify Financial, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $231 million in regulatory assets, lists David T. Hatfield on its Form ADV as Chief Technology Officer, a control person.
Firms and roles
- Amplify Financial, LLCChief Technology OfficerWealth manager · Scottsdale, AZ · $231M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Aaron P. BrodtChief Executive Officer, Amplify Financial, LLC
- Peggy J. GarciaChief Compliance Officer, Amplify Financial, LLC
- Heidi M. BrodtBusiness Manager, Amplify Financial, LLC
- Jason C. RowleyChief of Staff, Amplify Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.