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 Aptus Capital Advisors, 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
Thomas Vincent WinklerVirtus Investment Advisers, LLC asset managerAptus Capital Advisors, LLC independent RIAOtherAug 31, 2026Sep 16, 2026
Jacob Martin MarriottFirst Trust Advisors LP asset managerAptus Capital Advisors, LLC independent RIAOtherFeb 12, 2025Feb 24, 2025
Tenzin PhuntsokFirst Trust Advisors LP asset managerAptus Capital Advisors, LLC independent RIAOtherJan 27, 2025Feb 24, 2025
James Gerald YahoudyTd Ameritrade, Inc. no RAUMAptus Capital Advisors, LLC mixed wealthOtherOct 30, 2020Nov 17, 2020
Matthew McgowanSei Investments Management Corp asset managerAptus Capital Advisors, LLC independent RIAOtherMar 12, 2020Sep 26, 2025 (2024 d)
Russell Brenton SmithGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAFeb 19, 2019Jan 4, 2019
Gregory Thompson RhinehardtGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAFeb 15, 2019Jan 7, 2019
Conor CloughertyGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAFeb 15, 2019Jan 3, 2019
Jeffrey David LinkGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAFeb 7, 2019Feb 8, 2019
Matt Andrew WilliamsEagle Strategies LLC BD affiliatedAptus Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2019Feb 1, 2019
Brandon Duke FentressGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAFeb 1, 2019Feb 1, 2019
Michael Jay HensleyGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAJan 7, 2019Jan 3, 2019
Christian David KeedyGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAJan 7, 2019Jan 4, 2019
David Todd MisenheimerGordon Asset Management, LLC mixed wealthAptus Capital Advisors, LLC independent RIARIA to RIAJan 7, 2019Jan 8, 2019
Billy Ray WilliamsEagle Strategies LLC otherAptus Capital Advisors, LLC independent RIAOtherJan 9, 2018Jan 9, 2018
John Robert GuagliardoFirst Financial Equity Corporation otherAptus Capital Advisors, LLC independent RIAOtherApr 5, 2017Oct 3, 2025 (3103 d)
Marc Douglas SalyersMorgan Stanley wirehouseAptus Capital Advisors, LLC otherOtherFeb 18, 2016Feb 8, 2016
John David GardnerCornerstone Investment Management And Consulting,LLC otherAptus Capital Advisors, LLC otherOtherJul 8, 2013Jul 8, 2013
Derek James HernquistIntegrative Capital, LLC unclassifiedAptus Capital Advisors, LLC independent RIAOtherDec 31, 2011Apr 3, 2018 (2285 d)
Ervin Randolph MillwoodA. G. Edwards & Sons, Inc. unclassifiedAptus Capital Advisors, LLC independent RIAOtherAug 6, 2007Jan 8, 2019 (4173 d)
Mark Alan CallahanMerrill Lynch Investment Managers LP unclassifiedAptus Capital Advisors, LLC independent RIAOtherJul 31, 2006May 10, 2019 (4666 d)
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21 moves match.