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
Arrivals at American Portfolios Advisors, Inc
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 |
|---|---|---|---|---|---|
| Jason Nmn Kolinsky | Kolinsky Wealth Management, LLC independent RIA | American Portfolios Advisors, Inc other | Other | Sep 18, 2025 | Sep 17, 2013 |
| Michael Harris Fliegelman | Gassman Financial Group independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 7, 2024 | Jun 1, 2023 |
| David Dahl | Integrated Wealth Concepts LLC independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2024 | Sep 13, 2024 |
| Gregory Alexander Stosuy | Bcg Securities, Inc. independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2024 | Aug 2, 2024 |
| Damien Di Taranto | UBS Financial Services Inc. wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 9, 2024 | Aug 30, 2024 |
| Rebecca Ashbridge Stecher | Faithward Advisors, LLC independent RIA | American Portfolios Advisors, Inc other | Other | Jun 20, 2024 | Oct 31, 2013 |
| Michael Joseph Stecher | Faithward Advisors, LLC independent RIA | American Portfolios Advisors, Inc other | Other | Jun 18, 2024 | Oct 9, 2013 |
| Scot Arthur Regner | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2024 | Feb 19, 2024 |
| Robert Mantle | Td Private Client Wealth LLC BD affiliated | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2023 | Jul 22, 2024 (216 d) |
| Griffin Keith Durand | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2023 | Nov 8, 2023 |
| Thomas Jeffrey Lopez | Cambridge Investment Research Advisors, Inc. BD affiliated | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2023 | Jan 2, 2024 (48 d) |
| Anthony Edward Ricciardi | Morgan Stanley wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 6, 2023 | Jan 16, 2024 (71 d) |
| Janice Marguerite Cobb | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2023 | Oct 10, 2023 |
| Anthony James Camilleri | Capital Client Group, Inc. no RAUM | American Portfolios Advisors, Inc BD affiliated | Other | Oct 9, 2023 | Oct 19, 2023 |
| Conner Hartman | Nuveen Asset Management, LLC other | American Portfolios Advisors, Inc BD affiliated | Other | Aug 1, 2023 | Sep 12, 2023 (42 d) |
| Robert Kelley | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2023 | May 1, 2023 |
| Michael J. Sleasman | Tsa Management Inc independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 22, 2023 | Mar 17, 2023 |
| David Rhys Eichenhofer | Hnp Capital LLC independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 15, 2023 | Mar 8, 2023 |
| Russell R Wingate | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 13, 2023 | Mar 13, 2023 |
| Tricia Liller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 3, 2023 | Oct 10, 2023 (221 d) |
| Daniel Jake Leahy | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2023 | Jan 24, 2023 |
| Gail Segal Elmore | Welcy Capital Advisors LLC other | American Portfolios Advisors, Inc BD affiliated | Other | Jan 24, 2023 | Apr 11, 2023 (77 d) |
| James C. Leo | LPL Financial LLC independent RIA | American Portfolios Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2022 | Nov 17, 2022 |
| Mary Beth Fanelli | Wells Fargo Advisors wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 3, 2022 | Oct 21, 2022 |
| Kimberly Cullen Black | Wells Fargo Advisors wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 25, 2022 | Oct 20, 2022 |
| Jerry Gross | Grove Point Advisors, LLC BD affiliated | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Sep 30, 2022 |
| Joel Torres | Thrivent Investment Management Inc. BD affiliated | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2022 | Aug 16, 2022 |
| Jaret Mittenthal | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2022 | Jun 1, 2022 |
| Howard Jeffrey Douglas | Aps Wealth Management, LLC mixed wealth | American Portfolios Advisors, Inc independent RIA | RIA to RIA | Jan 7, 2022 | Feb 7, 2022 (31 d) |
| Gerald Morlitz | MML Investors Services, LLC BD affiliated | American Portfolios Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2022 | Sep 26, 2023 (629 d) |
| Mark Victor Carlozzi | Next Financial Group, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2022 | Jan 4, 2022 |
| Stephen Clement Grieco | MML Investors Services, LLC BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2021 | Jan 10, 2022 |
| Aaron Laranetto | Fidelity Personal And Workplace Advisors BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2021 | Nov 29, 2021 |
| Bradley Ray Dewald | LPL Financial LLC BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2021 | Nov 12, 2021 |
| David Joseph Fischesser | Grove Point Advisors, LLC BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Nov 8, 2021 |
| Katherine Melendez | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2021 | Jan 25, 2022 (111 d) |
| Matthew Robert Coburn | Cadaret Grant & Co Inc BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2021 | Oct 5, 2021 |
| Douglas James Mongiardo | Morgan Stanley wirehouse | American Portfolios Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2021 | May 22, 2024 (973 d) |
| Eugene James Long | Cadaret Grant & Co Inc BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2021 | Sep 13, 2021 |
| Robert Bruce Carroll | Avantax Advisory Services BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2021 | Aug 31, 2021 |
| Nathaniel James Hasto | Primerica Advisors national BD | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2021 | Jul 30, 2021 |
| Gary John Nagle | MML Investors Services, LLC BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2021 | Jul 29, 2021 |
| James Edward Mcelhinny | Cadaret Grant & Co Inc BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2021 | Jul 27, 2021 |
| Kelli Anne Lyons-Stevens | Bcg Securities, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2021 | Jun 28, 2021 |
| Joshua Thomas Dejohn | Cambridge Investment Research Advisors, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2021 | Jul 6, 2021 |
| Kathleen Marie Roth | Cambridge Investment Research Advisors, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2021 | Jul 6, 2021 |
| Todd Chandler Martin | Commonwealth Financial Network national BD | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2021 | Jun 28, 2021 (91 d) |
| Curt Arri Schultzberg | Td Ameritrade, Inc. no RAUM | American Portfolios Advisors, Inc independent RIA | Other | Jan 11, 2021 | Nov 12, 2021 (305 d) |
| Jonathan Paul Reardon | Pss Benefits, LLC unclassified | American Portfolios Advisors, Inc independent RIA | Other | Dec 31, 2020 | May 1, 2020 |
| David Maxwell Irving | Amundi Pioneer Institutional Asset Management, Inc. other | American Portfolios Advisors, Inc BD affiliated | Other | Dec 31, 2020 | Jul 6, 2022 (552 d) |
| Robert Vincent Protesto | Pss Benefits, LLC unclassified | American Portfolios Advisors, Inc independent RIA | Other | Dec 31, 2020 | May 1, 2020 |
| Edward Peter Yetsko | Cadaret Grant & Co Inc BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2020 | Dec 22, 2020 |
| Joshua Woodford | Redwood Wealth Management Group, LLC independent RIA | American Portfolios Advisors, Inc independent RIA | RIA to RIA | Oct 30, 2020 | Aug 13, 2020 |
| Eyal (Nmn) Galinsky | Slatestone Wealth LLC independent RIA | American Portfolios Advisors, Inc independent RIA | RIA to RIA | Oct 23, 2020 | Apr 6, 2021 (165 d) |
| Nicole Quiroga Galinsky Carlon | Slatestone Wealth LLC independent RIA | American Portfolios Advisors, Inc independent RIA | RIA to RIA | Oct 23, 2020 | May 3, 2021 (192 d) |
| Matthew P Kondrath | Edward Jones national BD | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2020 | Oct 26, 2020 |
| Michael Joseph Charleton | Cambridge Investment Research Advisors, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2020 | Jul 30, 2020 |
| Anthony S Fresella | Equitable Advisors, LLC national BD | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2020 | Jul 7, 2020 |
| John William Murphy | Hsbc Securities (USA) Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2020 | Sep 17, 2020 (104 d) |
| Christine Beschen | Bcg Securities, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2020 | May 1, 2020 |
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414 moves match.