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 Aptus Capital Advisors, LLC

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
Russell Brenton SmithAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 13, 2022
Gregory Thompson RhinehardtAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022Jun 1, 2022
Michael Jay HensleyAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 23, 2022
Christian David KeedyAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 12, 2022
David Todd MisenheimerAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022Jun 7, 2022
Ervin Randolph MillwoodAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 13, 2022
Brandon Duke FentressAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 16, 2022
Billy Ray WilliamsAptus Capital Advisors, LLC mixed wealthWilliams Financial Group no RAUMRIA to a newly registered adviserSep 28, 2020Sep 4, 2020
Matt Andrew WilliamsAptus Capital Advisors, LLC mixed wealthWilliams Financial Group no RAUMRIA to a newly registered adviserSep 28, 2020Sep 4, 2020
Conor CloughertyAptus Capital Advisors, LLC mixed wealthGuardian Wealth Advisors, LLC independent RIARIA to RIAJul 7, 2020Jun 29, 2020
Jeffrey David LinkAptus Capital Advisors, LLC mixed wealthGuardian Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 1, 2020May 6, 2020
Marc Douglas SalyersAptus Capital Advisors, LLC otherSandifer Wealth Management, Inc. otherOtherJun 28, 2017Jul 6, 2017
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12 moves match.