DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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
Jason G YoungSingularity Financial Services LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAJan 14, 2021Dec 23, 2020
Christopher Michael BurkePodesta Capital Advisors unclassifiedApollon Wealth Management, LLC independent RIAOtherJan 4, 2021May 13, 2020
Robert Aloysius FoleyPodesta Capital Advisors unclassifiedApollon Wealth Management, LLC independent RIAOtherJan 4, 2021Mar 30, 2020
Darlynn Gaye SlosarPodesta Capital Advisors unclassifiedApollon Wealth Management, LLC independent RIAOtherJan 4, 2021Jul 18, 2022 (560 d)
Jared TorenProper Wealth Management, LLC unclassifiedApollon Wealth Management, LLC independent RIAOtherDec 31, 2020Nov 30, 2020
Josh Joseph RendaRaymond James & Associates, Inc. national BDApollon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2020Mar 19, 2021 (136 d)
Michael Anson HermanPfe Advisors, Inc. institutionalApollon Wealth Management, LLC independent RIAOtherSep 18, 2020Jan 14, 2022 (483 d)
Allen Huggins JohnsonRaymond James & Associates, Inc. national BDApollon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2020Aug 14, 2020
Kim Marie MartinRaymond James & Associates, Inc. national BDApollon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2020Aug 21, 2020
David Samuel PalkovitzJanney Montgomery Scott LLC BD affiliatedApollon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2020Feb 28, 2020
Dawn Edythe CampbellMadrona Financial & Cpas independent RIAApollon Wealth Management, LLC independent RIARIA to RIAJun 3, 2019Jul 11, 2019 (38 d)
Steven Richard MillsLPL Financial LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 23, 2019Jul 19, 2019 (87 d)
Eric Michael TalbottBmo Harris Financial Advisors, Inc BD affiliatedApollon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2018Oct 7, 2025 (2561 d)
Simeon Gilmore EavesNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC otherOtherMay 22, 2018May 24, 2018
Michael Jason DolbergNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherMar 16, 2018Mar 6, 2018
Michael Paul GreenNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherMar 16, 2018Mar 6, 2018
Natasha G ThamanBuckingham Strategic Wealth, LLC otherApollon Wealth Management, LLC independent RIAOtherMar 6, 2018May 2, 2022 (1518 d)
Paige Rita Smith DuceyNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherMar 5, 2018Mar 6, 2018
Kristen L MckeownNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherMar 5, 2018Feb 23, 2018
Craig Francis HemenwayPolaris Investment Partners, Inc otherApollon Wealth Management, LLC no RAUMOtherFeb 15, 2018Mar 6, 2018
Andrew Carroll JaffeeNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherSep 14, 2016Mar 6, 2018 (538 d)
Anthony Raymond CaseNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC no RAUMOtherSep 14, 2016Mar 6, 2018 (538 d)
Samuel Mcculloh CrumpNorthwestern Mutual Investment Services,LLC no RAUMApollon Wealth Management, LLC independent RIAOtherSep 14, 2016Oct 8, 2021 (1850 d)
Christopher Matthew FranklinNext Financial Group, Inc. otherApollon Wealth Management, LLC independent RIAOtherAug 22, 2016Jan 9, 2025 (3062 d)
Robert Hy GormanNorthwestern Mutual Investment Services,LLC otherApollon Wealth Management, LLC no RAUMOtherMar 14, 2016Mar 6, 2018 (722 d)
David John TurnerHanson Financial, LLC unclassifiedApollon Wealth Management, LLC independent RIAOtherNov 27, 2013Feb 16, 2021 (2638 d)
Marcelo C HernandezUvest Financial Services Group, Inc. unclassifiedApollon Wealth Management, LLC independent RIAOtherAug 22, 2007Jul 29, 2021 (5090 d)
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147 moves match.