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.

Advisor moves

Departures from Apex Financial Advisors, Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Christine Mary AhearnApex Financial Advisors, Inc mixed wealthAeternitas Investment Management, LLC independent RIARIA to RIADec 23, 2025Jan 30, 2026 (38 d)
Joseph Russell WeidenburnerApex Financial Advisors, Inc mixed wealthAeternitas Investment Management, LLC independent RIARIA to RIADec 23, 2025Oct 31, 2025
Peter J KeenanApex Financial Advisors, Inc mixed wealthBeacon Bridge Wealth Partners, LLC independent RIARIA to RIADec 15, 2025Dec 15, 2025
Stuart Andrew CaplanApex Financial Advisors, Inc mixed wealthMembers Wealth LLC independent RIARIA to RIASep 16, 2024Sep 11, 2024
Daniele BeasleyApex Financial Advisors, Inc mixed wealthOne Capital Management, LLC independent RIARIA to RIAOct 25, 2021Nov 19, 2021
William F DavisApex Financial Advisors, Inc otherPrism Advisory Group, LLC otherOtherMay 19, 2016Jun 16, 2016
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6 moves match.