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 Apex Strategic 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 |
|---|---|---|---|---|---|
| John Thomas Garmany | Innovative Advisory Partners, LLC independent RIA | Apex Strategic Wealth, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2020 | May 27, 2020 |
| Charles Jonathan Emanuel | Innovative Advisory Partners, LLC independent RIA | Apex Strategic Wealth, LLC independent RIA | RIA to RIA | Jun 30, 2020 | Dec 24, 2025 (2003 d) |
| Christopher Alan Taylor | Innovative Advisory Partners, LLC independent RIA | Apex Strategic Wealth, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2020 | May 27, 2020 |
| William Stuart Wood | Innovative Advisory Partners, LLC independent RIA | Apex Strategic Wealth, LLC no RAUM | RIA to a newly registered adviser | Jun 29, 2020 | May 27, 2020 |
| Robert Leonard Pragnell | Innovative Advisory Partners, LLC independent RIA | Apex Strategic Wealth, LLC no RAUM | RIA to a newly registered adviser | Jun 25, 2020 | May 23, 2020 |
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5 moves match.