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Reading the graph
Advisor at APFORIA
VIRGINIA BEACH, VA | North Kingstown, RI
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 |
|---|---|---|---|---|---|---|
| Apforia | Independent wealth | Oct 15, 2024 | n/a | yes | VIRGINIA BEACH, VA|North Kingstown, RI | Current employment |
| AHEAD FULL WEALTH MANAGEMENT, LLC | n/a | Feb 8, 2019 | Nov 18, 2025 | no | NORTH KINGSTOWN, RI | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Aug 14, 2015 | Feb 11, 2019 | no | PROVIDENCE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AHEAD FULL WEALTH MANAGEMENT, LLC | Apforia | Nov 18, 2025 | Oct 15, 2024 | -399 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | AHEAD FULL WEALTH MANAGEMENT, LLC | Feb 11, 2019 | Feb 8, 2019 | -3 | Firm change | Other |