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 Apella Wealth
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 |
|---|---|---|---|---|---|
| Shane Michael Higgins | David Vaughan Investments, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Aug 28, 2026 | Sep 4, 2026 |
| Dominic-Savio Manzi Higiro | LPL Financial LLC BD affiliated | Apella Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2026 | Aug 25, 2026 |
| Jill Doryce Hollander | Financial Connections Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 5, 2026 | Apr 23, 2026 |
| Flavia Paula Kirz | Financial Connections Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 5, 2026 | Apr 9, 2026 |
| Jennifer Isobel Coffey Smith | Financial Connections Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 5, 2026 | Apr 9, 2026 |
| Brian Pon | Financial Connections Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 5, 2026 | Apr 13, 2026 |
| Kimberly Marie Wohler | Financial Connections Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 5, 2026 | Apr 13, 2026 |
| Eric Rabbanian | Rabbanian Financial Planning, Inc. state registered | Apella Wealth independent RIA | Other | Apr 2, 2026 | Dec 23, 2025 |
| Matthew Alexander Cosgriff | Creative Planning independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 2, 2026 | Jul 16, 2026 (136 d) |
| Robert Lewis Klingensmith | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Feb 23, 2026 (54 d) |
| David Eugene Bush | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Daniel Joseph Bender | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Kurtis Lee Johnson | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Daniel H Yoo | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Addison Maximilian Prescott Pock | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 9, 2026 |
| Alexander Ross Crawford | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Shelly Haas Braden | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Michael D Maglieri | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Austin J Eason | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Anthony James Detrane | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Thomas Glen Spavone | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Carter Bryant Easley | Pbmares Wealth Management LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2025 | Jan 7, 2026 |
| Nicholas Louis Levinson | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 14, 2025 |
| Richard Alan Backer | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 12, 2025 |
| Thomas Malcolm Levinson | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 14, 2025 |
| Samantha Ngooi | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 12, 2025 |
| Dennis Lee Markway | Iron Horse Wealth Management, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 12, 2025 | Jul 9, 2025 |
| Greg Joseph Hayes | Iron Horse Wealth Management, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 12, 2025 | Jul 7, 2025 |
| Daniel Lee Beyer | Iron Horse Wealth Management, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 12, 2025 | Jul 7, 2025 |
| Mark Alan Broderick | Iron Horse Wealth Management, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 12, 2025 | Jul 7, 2025 |
| Penny Dyan Schmidt | Iron Horse Wealth Management, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 12, 2025 | Jul 8, 2025 |
| Tamara Lynn Durbin | Cs Tomasi Wealth Management former | Apella Wealth independent RIA | Other | May 30, 2025 | Mar 31, 2026 (305 d) |
| Luis Alberto Salinas | LPL Financial LLC BD affiliated | Apella Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2025 | May 14, 2025 |
| Seth Lawrence Hoffman | American Investment Services Inc independent RIA | Apella Wealth independent RIA | RIA to RIA | Apr 21, 2025 | Apr 23, 2025 |
| Samuel Allen Marrella | Marrella Private Wealth, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 28, 2025 | Mar 17, 2025 |
| Daneen Marie Weaver | Marrella Private Wealth, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 28, 2025 | Mar 18, 2025 |
| Paul Leonard Marrella | Marrella Private Wealth, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 28, 2025 | Mar 17, 2025 |
| Samuel Allen Marrella | Marrella Private Wealth, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 28, 2025 | Mar 17, 2025 |
| Matthew Marrella | Marrella Private Wealth, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 28, 2025 | Mar 28, 2025 |
| James Theodore Barker | Barker Financial Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 27, 2025 | Jan 10, 2025 |
| Mary Ellen Deroche | Barker Financial Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 27, 2025 | Jan 17, 2025 |
| Douglas Steven Huddleston | Barker Financial Group, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 27, 2025 | Jan 16, 2025 |
| Jean Tak Yamamoto | Young Wealth Management independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 3, 2025 | Jan 6, 2025 |
| Kevin M Young | Young Wealth Management independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 3, 2025 | Jan 6, 2025 |
| Patrick Adam Sweeny | Symmetry Partners independent RIA | Apella Wealth no RAUM | Other | Jan 10, 2025 | May 16, 2014 |
| Jason Kirk Gentile | Symmetry Partners independent RIA | Apella Wealth no RAUM | Other | Jan 8, 2025 | May 16, 2014 |
| Rileigh Daniels | Charles Schwab & Co., Inc. national BD | Apella Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Jul 28, 2026 (572 d) |
| Ayden Justin Al-Shimary | Blue Water Wealth independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2024 | Jan 14, 2025 |
| Ross William Richardson | Pembroke Advisors other | Apella Wealth independent RIA | Other | Oct 29, 2024 | Oct 10, 2024 |
| Belinda Louise Ramberg | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 22, 2024 |
| Samuel Mark Atherton | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 18, 2024 |
| Shawn Steel | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 22, 2024 |
| Stephanie Screen Murphy | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 18, 2024 |
| Julie Rebecca Brohard | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 22, 2024 |
| Andrew David Chaffee | Clearlogic Financial, Inc. independent RIA | Apella Wealth independent RIA | RIA to RIA | May 3, 2024 | Apr 22, 2024 |
| Maria Del Mar Castillo Dominguez | Inspired Financial independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 7, 2023 | Jul 20, 2023 |
| Evelyn Marie Zohlen | Inspired Financial independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 6, 2023 | Jul 20, 2023 |
| Mark Louis Prendergast | Inspired Financial independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 6, 2023 | Jul 20, 2023 |
| Claire Thornton | Inspired Financial independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 6, 2023 | Jul 20, 2023 |
| Robert Easton Price | Inspired Financial independent RIA | Apella Wealth independent RIA | RIA to RIA | Nov 6, 2023 | Jul 20, 2023 |
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92 moves match.