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 Apollon Wealth Management, 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
Adam Christian BonnerApollon Wealth Management, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2026Apr 22, 2026
David Joseph RicchiniApollon Wealth Management, LLC independent RIAIams Wealth Management, LLC independent RIARIA to RIAApr 16, 2026Apr 22, 2026
Christopher Brian PelleyApollon Wealth Management, LLC independent RIAEverspire independent RIARIA to RIAMar 31, 2026Mar 26, 2026
Caitlin C MinneciApollon Wealth Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 22, 2025Sep 30, 2025
Christopher Matthew FranklinApollon Wealth Management, LLC independent RIADba Big Money Retirement And Big Retirement independent RIARIA to RIASep 2, 2025Oct 23, 2025 (51 d)
Natasha G ThamanApollon Wealth Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMar 24, 2025Feb 26, 2025
Bahman Kusha BarzidehApollon Wealth Management, LLC independent RIABarzideh & Nadeau Wealth Management LLC no RAUMRIA to a newly registered adviserFeb 7, 2025Mar 12, 2025 (33 d)
Matthew David NadeauApollon Wealth Management, LLC independent RIABarzideh & Nadeau Wealth Management LLC no RAUMRIA to a newly registered adviserFeb 7, 2025Mar 12, 2025 (33 d)
David Richard HoferApollon Wealth Management, LLC independent RIABanyan Global Investment Advisors, LLC independent RIARIA to RIAJan 7, 2025Feb 13, 2025 (37 d)
Michael TeelApollon Wealth Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 31, 2024Jan 29, 2025
Dawn Edythe CampbellApollon Wealth Management, LLC independent RIATerra Wealth independent RIARIA to RIADec 19, 2024Jan 24, 2025 (36 d)
Samantha LearchApollon Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 7, 2024Jun 5, 2024
Christian Lamar TylerApollon Wealth Management, LLC independent RIAPendleton Street Advisors, LLC state registeredRIA to a state-registered adviserApr 30, 2024May 8, 2024
Foster M HarrisonApollon Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 15, 2024Sep 19, 2024 (188 d)
Samuel Mcculloh CrumpApollon Wealth Management, LLC independent RIATelos Wealth Advisors state registeredRIA to a state-registered adviserJan 5, 2024Jan 8, 2024
John Joseph VansantApollon Wealth Management, LLC independent RIAApollon Financial, LLC independent RIARIA to RIANov 27, 2023Jul 25, 2023
Richard S TeitelbaumApollon Wealth Management, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 31, 2023Aug 29, 2023
Jason William HerschApollon Wealth Management, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 31, 2023Aug 28, 2023
Joseph Daniel LassiterApollon Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseApr 14, 2023Apr 28, 2023
Marcelo C HernandezApollon Wealth Management, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 17, 2023Jul 7, 2023 (171 d)
Mark AxmacherApollon Wealth Management, LLC independent RIAModern Capital Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 22, 2022
Craig Francis HemenwayApollon Wealth Management, LLC independent RIABison Wealth, LLC independent RIARIA to RIAAug 22, 2022Apr 24, 2023 (245 d)
Jacob Jeffrey WalkerApollon Wealth Management, LLC independent RIAClarify Wealth Management independent RIARIA to RIAJan 19, 2022Feb 7, 2022
Steven Richard MillsApollon Wealth Management, LLC independent RIAPrivate Client Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 17, 2021Jan 28, 2022 (42 d)
Jacob Michael HansellApollon Wealth Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 2, 2020Sep 8, 2020 (190 d)
Paige Rita Smith DuceyApollon Wealth Management, LLC otherCurran Financial Partners, LLC independent RIAOtherSep 5, 2018Sep 7, 2018
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26 moves match.