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.

Current firm

API FINANCIAL ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 28, 2020

First registration

Jun 16, 2020

Dual registered

no

Other names

BERRY TAYLOR

IAPD individual key

7249720

• Occurred

  Feb 24, 2023
  Advisor changed firm

  Norman Berry Taylor left Transamerica Financial Advisors, Llc for Api Financial Advisors, Llc (registered 2023-05-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:698c8d4e-cbe5-07a9-52f3-a90c6e3cb4d9

First observed

Jun 16, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.