Amplify Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amplify Financial provides sub‑advisory and platform services to registered investment advisers (“Platform Members”) and, through them, to individual and high‑net‑worth clients. It operates the Amplify Platform to deliver trading, reporting and back‑office support while Platform Members retain the direct client relationship and set investment objectives and restrictions.
The firm implements and executes strategies selected by Platform Members and, for certain Amplify‑sponsored models, determines and implements investment decisions using quantitative, systematic and rules‑based approaches. Amplify makes independent managers, UMA and SMA models, and third‑party trade signals available on the platform and discloses use of AI tools under a formal AI Policy for analytic and operational support.
Amplify’s structure is notable for its multiple affiliations and layered compensation arrangements: certain representatives are also registered representatives of affiliated or unaffiliated broker‑dealers, Amplify has an affiliated registered investment adviser (Ashton Thomas Private Wealth), and the firm charges a negotiable Platform Fee and may receive override or other compensation from Independent Managers and third parties. These relationships—and the firm’s role as both platform sponsor and delegated sub‑adviser with discretionary trading authority—are identified in the brochure as potential conflicts that the firm manages through disclosures and policies.
Client services
Expertise
Main office
8605 East Raintree Drive, Suite 275
Scottsdale AZ 85260
Advisors at this office
4
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kodi T
Series 65
Scottsdale, AZ
Amplify Financial, LLC
Kodi Thruston is a financial advisor at Amplify Financial, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. Outside of his advisory role, Thruston is the founder of a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients. The firm offers a technology-driven platform that supports trading, reporting, and back-office functions while allowing advisers to maintain direct client relationships and control investment objectives.
David H
Series 65
Scottsdale, AZ
Amplify Financial, LLC
David Hatfield is a financial advisor at Amplify Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Ashton Thomas Private Wealth, LLC for seven years. He is also involved with Amplify Technology, LLC, an enterprise he has been associated with since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their individual and high-net-worth clients. The firm operates the Amplify Platform, delivering trading, reporting, and back-office support while allowing Platform Members to maintain direct client relationships and set investment objectives.
William B
CFP®, Series 66
Scottsdale, AZ
Amplify Financial, LLC
William Bayuk is a CFP® with 11 years of industry experience. He currently works at Amplify Financial, LLC and has previously been employed by Charles Schwab and The Vanguard Group. His prior roles include positions at both major firms and independent advisory settings. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, combining technology-driven trading, reporting, and back-office support with strategies that include quantitative and rules-based approaches. The firm supports individual and high-net-worth clients through a multi-affiliate platform that offers diverse investment models and tools.
Claudiu B
Series 63, Series 65
Scottsdale, AZ
Amplify Financial, LLC
Claudiu Barbos is a financial advisor with Amplify Financial, LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at firms such as The Vanguard Group and Ashton Thomas Private Wealth. Outside of advising, he is also involved in real estate sales through HomeSmart Realty in Scottsdale, AZ. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, offering trading, reporting, and back-office support while allowing advisors to maintain direct client relationships and control investment decisions. The firm uses quantitative, systematic, and rules-based investment strategies and offers access to multiple independent managers and model portfolios through its platform.
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