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
Anthony Van Ore
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tony Van Ore
At current firm
3 y
since Apr 5, 2023
In the industry
28 y
since Apr 24, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Nottingham Wealth Partners, Inc. independent RIA currentsince Apr 5, 2023 · Orlando, Fl
- Destiny Wealth Partners, LLC independent RIAMay 13, 2020 to Feb 17, 2023 · Tavares, Fl
- Ruggie Wealth Management formerApr 29, 2019 to Jan 7, 2021 · Tavares, Fl
- Cwm, LLC BD affiliatedApr 16, 2019 to Aug 4, 2020 · Tavares, Fl
- Visionquest Wealth Management, LLC formerApr 3, 2017 to Jun 1, 2017 · Raleigh, Nc
- Financial Management Concepts formerJun 25, 2008 to Apr 6, 2017 · Winter Springs, Fl
- Charles Schwab & Co., Inc. national BDAug 27, 2007 to Apr 18, 2008 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Destiny Wealth Partners, LLC to Nottingham Wealth Partners, Inc.left Feb 17, 2023, registered Apr 5, 2023 (47 days) · RIA to RIA
- Ruggie Wealth Management to Destiny Wealth Partners, LLCleft Jan 7, 2021, registered May 13, 2020 (-239 days) · RIA to RIA · moved with a team
- Cwm, LLC to Ruggie Wealth Managementleft Aug 4, 2020, registered Apr 29, 2019 (-463 days) · Affiliated broker-dealer or bank to independent RIA
- Visionquest Wealth Management, LLC to Cwm, LLCleft Jun 1, 2017, registered Apr 16, 2019 (684 days) · Other
- Financial Management Concepts to Visionquest Wealth Management, LLCleft Apr 6, 2017, registered Apr 3, 2017 (-3 days) · Other
- Charles Schwab & Co., Inc. to Financial Management Conceptsleft Apr 18, 2008, registered Jun 25, 2008 (68 days) · Other
Signals
- Anthony Van Ore left Destiny Wealth Partners, Llc for Nottingham Wealth Partners, Inc. (registered 2023-04-05)Feb 17, 2023 · Advisor changed firm · fact
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address