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RIA / WealthAdvisor19 years in industry

JOHN MAURITS DAPPER

Advisor at HOLDFAST WEALTH MANAGEMENT, LLC

AUSTIN, TX

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Search this name across graphsid dfx:ria:4a1b94a3-0fe1-a034-29b7-c365b89f2ae5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HOLDFAST WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 1, 2006
First registration: Feb 13, 2007
Dual registered: no
IAPD individual key: 5138208

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HOLDFAST WEALTH MANAGEMENT, LLC	State registered	Jun 25, 2013	n/a	yes	AUSTIN, TX	Current employment
LEGACY PORTFOLIO ADVISORS, LLC	n/a	Jan 27, 2023	Oct 1, 2025	no	AUSTIN, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Jun 26, 2013	no	AUSTIN, TX	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Feb 23, 2009	Feb 13, 2013	no	AUSTIN, TX	Previous registration
CACH CAPITAL MANAGEMENT, LLC	n/a	Mar 13, 2007	Feb 26, 2009	no	HOUSTON, TX	Previous registration
CHOICE ADVISORY GROUP, INC.	Former SEC adviser	Feb 13, 2007	Mar 28, 2007	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEGACY PORTFOLIO ADVISORS, LLC	n/a	Oct 1, 2025	n/a	n/a	Departure no registered destination	Departure
RAYMOND JAMES & ASSOCIATES, INC.	HOLDFAST WEALTH MANAGEMENT, LLC	Jun 26, 2013	Jun 25, 2013	-1	Firm change	Ibd to state RIA
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
CACH CAPITAL MANAGEMENT, LLC	MORGAN KEEGAN & COMPANY, LLC	Feb 26, 2009	Feb 23, 2009	-3	Firm change	Other
CHOICE ADVISORY GROUP, INC.	CACH CAPITAL MANAGEMENT, LLC	Mar 28, 2007	Mar 13, 2007	-15	Firm change	Other

Relationships

Registered with (6)

→ HOLDFAST WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 25, 2013 to presentfactForm ADV
→ LEGACY PORTFOLIO ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 27, 2023 to Oct 1, 2025factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Jun 26, 2013factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Feb 23, 2009 to Feb 13, 2013factForm ADV
→ CACH CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 13, 2007 to Feb 26, 2009factForm ADV
→ CHOICE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 13, 2007 to Mar 28, 2007factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor departed, no destination yet
John Maurits Dapper no longer registered at Legacy Portfolio Advisors, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago