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 Apexium Financial LP

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
David Joseph PilaitisApexium Financial LP independent RIAIc Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2025Dec 26, 2024
Robert Thomas BrownApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Dec 3, 2025
Cory Michael ChmelkaApexium Financial LP independent RIASoundwatch Capital, LLC asset managerOtherDec 4, 2025Aug 31, 2022
Matthew Anthony MarcelloApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Nov 26, 2025
Alan Harry MandeloffApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Dec 3, 2025
Mark Nicholas PittelkauApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Nov 14, 2025
Sean Donald FellinApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Nov 12, 2025
Thomas Bridges DickeyApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Nov 17, 2025
Arnold J CivinsApexium Financial LP independent RIAUnited Capital Financial Advisors independent RIARIA to RIADec 4, 2025Dec 10, 2025
Michael Anthony ViselliApexium Financial LP independent RIAIc Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2025Aug 20, 2024
David Benjamin BruckmanApexium Financial LP independent RIANavis Wealth Advisors LLC independent RIARIA to RIAFeb 17, 2021Apr 16, 2021 (58 d)
Bradley Pennington PikeApexium Financial LP otherThe Centurion Group, LLC otherOtherDec 11, 2017Aug 2, 2016
Anthony R ColanceccoApexium Financial LP otherBca Private Wealth, Inc. independent RIAOtherApr 5, 2017Oct 24, 2019 (932 d)
Samuel PembertonApexium Financial LP otherVanguard Advisers, Inc. otherOtherSep 1, 2016May 2, 2017 (243 d)
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14 moves match.