DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JOHN JOSEPH VANSANT

Advisor at FIDELIS WEALTH ADVISORS

CASTLE ROCK, CO | MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c97a8ab0-861d-2cec-5b5e-d9ef1064f57c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 19, 2017 to Sep 15, 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: FIDELIS WEALTH ADVISORS
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: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 19, 2017
First registration: Dec 19, 2017
Dual registered: yes, broker-dealer
Other names: JOHN JOSEPH VAN SANT|John Van Sant
IAPD individual key: 4584363

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
FIDELIS WEALTH ADVISORS	Independent wealth	Aug 25, 2025	n/a	yes	MOUNT PLEASANT, SC\|CASTLE ROCK, CO	Current employment
APOLLON FINANCIAL, LLC	Independent wealth	Jul 25, 2023	Aug 18, 2025	no	Mount Pleasant, SC\|MOUNT PLEASANT, SC	Previous registration
APOLLON WEALTH MANAGEMENT, LLC	Independent wealth	Feb 16, 2021	Nov 27, 2023	no	DENVER, CO\|MOUNT PLEASANT, SC	Previous registration
HOLMES & TURNER FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 18, 2020	Feb 17, 2023	no	BOZEMAN, MT	Previous registration
CASCADE FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Dec 19, 2017	Feb 19, 2021	no	Frisco, TX\|BOZEMAN, MT\|MERIDIAN, ID\|BOULDER, CO\|SPRINGFIELD, MO\|DENVER, CO\|DENVER, CO\|DENVER, CO	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 FINANCIAL, LLC	FIDELIS WEALTH ADVISORS	Aug 18, 2025	Aug 25, 2025	7	Firm change	RIA to RIA
APOLLON WEALTH MANAGEMENT, LLC	APOLLON FINANCIAL, LLC	Nov 27, 2023	Jul 25, 2023	-125	Firm change after gap	RIA to RIA
HOLMES & TURNER FINANCIAL SERVICES, INC.	APOLLON WEALTH MANAGEMENT, LLC	Feb 17, 2023	Feb 16, 2021	-731	Firm change after gap	RIA to RIA
CASCADE FINANCIAL MANAGEMENT, INC.	HOLMES & TURNER FINANCIAL SERVICES, INC.	Feb 19, 2021	Feb 18, 2020	-367	Firm change after gap	RIA to RIA

Relationships

Registered with (5)

→ FIDELIS WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ APOLLON FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 25, 2023 to Aug 18, 2025factForm ADV
→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 16, 2021 to Nov 27, 2023factForm ADV
→ HOLMES & TURNER FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 18, 2020 to Feb 17, 2023factForm ADV
→ CASCADE FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 19, 2017 to Feb 19, 2021factForm ADV

Dated events

Occurred
Aug 18, 2025
Advisor changed firm
John Joseph Vansant left Apollon Financial, Llc for Fidelis Wealth Advisors (registered 2025-08-25)
Form ADVobserved 4 days ago
Occurred
Nov 27, 2023
Advisor changed firm
John Joseph Vansant left Apollon Wealth Management, Llc for Apollon Financial, Llc (registered 2023-07-25)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2023
Advisor changed firm
John Joseph Vansant left Holmes & Turner Financial Services, Inc. for Apollon Wealth Management, Llc (registered 2021-02-16)
Form ADVobserved 4 days ago