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 Apricus Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph J Costigan | Verity Investment Partners independent RIA | Apricus Wealth LLC independent RIA | RIA to RIA | Feb 3, 2020 | Feb 4, 2020 |
| James Edward Gibson | Bb&T Securities, LLC BD affiliated | Apricus Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2020 | Jan 9, 2024 (1468 d) |
| Ernest E. Cecilia | Davidson Capital Management unclassified | Apricus Wealth LLC independent RIA | Other | Jan 28, 2008 | Mar 8, 2023 (5518 d) |
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3 moves match.