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Advisor at APTUS FINANCIAL, LLC
LITTLE ROCK, AR | Upper Arlington, OH
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 FINANCIAL, LLC | No RAUM reported | Jul 29, 2025 | n/a | yes | Upper Arlington, OH|LITTLE ROCK, AR | Current employment |
| HAMILTON CAPITAL | Independent wealth | Jun 27, 2024 | Jul 28, 2025 | no | COLUMBUS, OH | Previous registration |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Nov 4, 2022 | Jun 21, 2024 | no | SARASOTA, FL|UPPER ARLINGTON, OH | Previous registration |
| STEADY CLIMB FINANCIAL PLANNING | n/a | Mar 23, 2018 | Jun 18, 2024 | no | UPPER ARLINGTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HAMILTON CAPITAL | APTUS FINANCIAL, LLC | Jul 28, 2025 | Jul 29, 2025 | 1 | Firm change | Other |
| ORIGIN INVESTMENT ADVISORY LLC | HAMILTON CAPITAL | Jun 21, 2024 | Jun 27, 2024 | 6 | Firm change | RIA to RIA |
| STEADY CLIMB FINANCIAL PLANNING | ORIGIN INVESTMENT ADVISORY LLC | Jun 18, 2024 | Nov 4, 2022 | -592 | Firm change after gap | Other |