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Advisor at APTUS CAPITAL ADVISORS, LLC
FAIRHOPE, AL | NAPLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| APTUS CAPITAL ADVISORS, LLC | Independent wealth | Feb 24, 2025 | n/a | yes | NAPLES, FL|FAIRHOPE, AL | Current employment |
| FIRST TRUST ADVISORS LP | Asset manager | Dec 3, 2024 | Feb 12, 2025 | no | WHEATON, IL|NAPLES, FL | Previous registration |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | Former SEC adviser | Oct 9, 2023 | Dec 20, 2024 | no | NAPLES, FL | Previous registration |
| GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | Former SEC adviser | Jul 20, 2023 | Dec 7, 2023 | no | NAPLES, FL | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Aug 8, 2022 | May 18, 2023 | no | Naples, FL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | APTUS CAPITAL ADVISORS, LLC | Feb 12, 2025 | Feb 24, 2025 | 12 | Firm change | Other |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | FIRST TRUST ADVISORS LP | Dec 20, 2024 | Dec 3, 2024 | -17 | Channel change | Other |
| GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | FIRST TRUST INVESTMENT SOLUTIONS L.P. | Dec 7, 2023 | Oct 9, 2023 | -59 | Firm change after gap | RIA to RIA |
| HIGHTOWER ADVISORS, LLC | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | May 18, 2023 | Jul 20, 2023 | 63 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 328327:107027:FL:2024-12-20 | Dec 20, 2024 | Dec 3, 2024 | NAPLES, FL | Firm change |
| 142672:328327:FL:2023-12-07 | Dec 7, 2023 | Oct 9, 2023 | NAPLES, FL | Firm change after gap |