DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Andrew (Nmn) Kane
Feed of 09/15/2026
Also filed as Andy Kane
At current firm
5 y
since Feb 17, 2021
In the industry
32 y
since Dec 27, 1993 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Apollon Wealth Management, LLC independent RIA currentsince Feb 17, 2021 · Mount Pleasant, Sc
- Blue Chip Wealth Management, Inc. formerJan 22, 2016 to Mar 30, 2021 · Miami Beach, Fl
- Daniel Wealth Advisors formerSep 23, 2015 to Mar 22, 2016 · Miami Beach, Fl
- Platinum Wealth Partners formerJun 2, 2011 to Nov 19, 2015 · Tampa, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Nov 19, 2010 · Miami, Fl
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Miami, Fl
- Morgan Stanley Dw Inc. unclassifiedAug 29, 2003 to Apr 2, 2007 · Miami, Fl
- Wells Fargo Advisors wirehouseJul 1, 2003 to Aug 13, 2003 · Miami, Fl
- Prudential Equity Group, LLC unclassifiedOct 30, 2000 to Jul 1, 2003 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Blue Chip Wealth Management, Inc. to Apollon Wealth Management, LLCleft Mar 30, 2021, registered Feb 17, 2021 (-41 days) · RIA to RIA · moved with a team
- Daniel Wealth Advisors to Blue Chip Wealth Management, Inc.left Mar 22, 2016, registered Jan 22, 2016 (-60 days) · Other
- Platinum Wealth Partners to Daniel Wealth Advisorsleft Nov 19, 2015, registered Sep 23, 2015 (-57 days) · Other · moved with a team
- Morgan Stanley to Platinum Wealth Partnersleft Nov 19, 2010, registered Jun 2, 2011 (195 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Morgan Stanley Dw Inc.left Aug 13, 2003, registered Aug 29, 2003 (16 days) · Other
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address