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RIA / WealthAdvisor34 years in industry

DAVID RICHARD HOFER

Advisor at BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BOCA RATON, FL | Davie, FL | PRAIRIE VILLAGE, KS

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Search this name across graphsid dfx:ria:b612bbac-fe82-43f6-b0a5-f4e102a7d044

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 3, 1996 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: BANYAN GLOBAL INVESTMENT 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: Mar 16, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Mar 16, 1992
First registration: Sep 3, 1996
Dual registered: no
IAPD individual key: 2024691

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
FORTIS CAPITAL ADVISORS, LLC	Independent wealth	Jul 10, 2026	n/a	yes	PRAIRIE VILLAGE, KS\|Davie, FL	Current employment
BANYAN GLOBAL INVESTMENT ADVISORS, LLC	Independent wealth	Feb 13, 2025	n/a	yes	BOCA RATON, FL	Current employment
APOLLON WEALTH MANAGEMENT, LLC	Independent wealth	Feb 23, 2021	Jan 7, 2025	no	MIAMI BEACH, FL\|MOUNT PLEASANT, SC\|MIAMI BEACH, FL	Previous registration
BLUE CHIP WEALTH MANAGEMENT, INC.	Former SEC adviser	Apr 6, 2016	Mar 30, 2021	no	Miami, FL	Previous registration
PLATINUM WEALTH PARTNERS	Former SEC adviser	Oct 22, 2015	Apr 12, 2016	no	Miami, FL\|TAMPA, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 26, 2015	Mar 16, 2015	no	Coconut Creek, FL	Previous registration
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Jan 24, 2008	Jan 20, 2015	no	FT. LAUDERDALE, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 3, 1996	Jan 31, 2008	no	FORT LAUDERDALE, FL\|FT. LAUDERDALE, FL	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
APOLLON WEALTH MANAGEMENT, LLC	BANYAN GLOBAL INVESTMENT ADVISORS, LLC	Jan 7, 2025	Feb 13, 2025	37	Firm change	RIA to RIA
BLUE CHIP WEALTH MANAGEMENT, INC.	APOLLON WEALTH MANAGEMENT, LLC	Mar 30, 2021	Feb 23, 2021	-35	Firm change after gap	RIA to RIA
PLATINUM WEALTH PARTNERS	BLUE CHIP WEALTH MANAGEMENT, INC.	Apr 12, 2016	Apr 6, 2016	-6	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	PLATINUM WEALTH PARTNERS	Mar 16, 2015	Oct 22, 2015	220	Firm change	Other
JANNEY MONTGOMERY SCOTT LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 20, 2015	Jan 26, 2015	6	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	JANNEY MONTGOMERY SCOTT LLC	Jan 31, 2008	Jan 24, 2008	-7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
281083:291902:FL:2021-03-30	Mar 30, 2021	Feb 23, 2021	MIAMI, FL	Firm change after gap

Relationships

Registered with (8)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ BANYAN GLOBAL INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 23, 2021 to Jan 7, 2025factForm ADV
→ BLUE CHIP WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 6, 2016 to Mar 30, 2021factForm ADV
→ PLATINUM WEALTH PARTNERSRegistered adviserregistration: previous registration
Oct 22, 2015 to Apr 12, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 26, 2015 to Mar 16, 2015factForm ADV
→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: previous registration
Jan 24, 2008 to Jan 20, 2015factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 3, 1996 to Jan 31, 2008factForm ADV

Dated events

Occurred
Jan 7, 2025
Advisor changed firm
David Richard Hofer left Apollon Wealth Management, Llc for Banyan Global Investment Advisors, Llc (registered 2025-02-13)
Form ADVobserved 5 days ago