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Reading the graph
Advisor at APFORIA
VIRGINIA BEACH, VA | La Center, WA
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 | Jan 4, 2024 | n/a | yes | La Center, WA|VIRGINIA BEACH, VA | Current employment |
| INDEPENDENT PROGRESSIVE ADVISORS, LLC | Former SEC adviser | Dec 6, 2022 | Jan 8, 2024 | no | PORTLAND, OR | Previous registration |
| WARGA ASSET MANAGEMENT | n/a | Sep 4, 2022 | Sep 30, 2022 | no | LaCenter, WA | Previous registration |
| REM FINANCIAL PLANNING | n/a | Jul 31, 2019 | Mar 29, 2024 | no | LACENTER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REM FINANCIAL PLANNING | WARGA ASSET MANAGEMENT | Mar 29, 2024 | Sep 4, 2022 | -572 | Firm change after gap | Other |
| INDEPENDENT PROGRESSIVE ADVISORS, LLC | Apforia | Jan 8, 2024 | Jan 4, 2024 | -4 | Firm change | RIA to RIA |
| WARGA ASSET MANAGEMENT | INDEPENDENT PROGRESSIVE ADVISORS, LLC | Sep 30, 2022 | Dec 6, 2022 | 67 | Firm change | Other |