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 Apc Financial Planning
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Manning Carlson | Apc Financial Planning independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jan 15, 2026 | Jan 5, 2026 |
| Suzanne Waddell Hornick | Apc Financial Planning independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jan 15, 2026 | Jan 5, 2026 |
| Adam Thomas Kornegay | Apc Financial Planning independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jan 15, 2026 | Jan 5, 2026 |
| Joseph N. Ottaviano | Apc Financial Planning independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jan 15, 2026 | Jan 6, 2026 |
| Daniel Benton Myers | Apc Financial Planning independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jan 15, 2026 | Jan 5, 2026 |
| James Morton | Apc Financial Planning independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 4, 2023 | Aug 8, 2023 |
| Kevin Miller | Apc Financial Planning independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2022 | Nov 15, 2022 (106 d) |
| Jonathan David Mcalister | Apc Financial Planning independent RIA | Plan A Wealth, LLC independent RIA | RIA to RIA | Mar 19, 2021 | Mar 29, 2021 |
| Wesley Spaulding Brown | Apc Financial Planning other | Rather & Kittrell, Inc. other | Other | Oct 30, 2014 | Dec 5, 2014 (36 d) |
| Drew Moore Mcmillin | Apc Financial Planning other | Raymond James Financial Services Advisors, Inc other | Other | Aug 31, 2010 | Nov 22, 2010 (83 d) |
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10 moves match.