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 Apollon Financial, 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 |
|---|---|---|---|---|---|
| Janette S Jolly | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Mar 23, 2026 | Aug 18, 2026 (148 d) |
| Brandon Douglas Vincent | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Mar 9, 2026 | Jan 22, 2026 |
| Edward Carr Beeker | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Feb 21, 2026 | Apr 7, 2026 (45 d) |
| David Glenn Turner | Good Life Advisors, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Jan 26, 2026 |
| Joseph Dennis Beaudoin | Truist Advisory Services, Inc. BD affiliated | Apollon Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Oct 6, 2025 |
| Dory Ann Rodriguez | Highpoint Planning Partners independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Jan 16, 2025 | Jan 6, 2025 |
| Kayleigh Zarndt | Northwestern Mutual Investment Services,LLC no RAUM | Apollon Financial, LLC independent RIA | Other | Jan 15, 2025 | Apr 24, 2025 (99 d) |
| Francis Michael Gutrich | Highpoint Planning Partners independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Oct 2, 2024 | Oct 15, 2024 |
| James Frederick Mcgowan | The Marshall Financial Group, Inc independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | May 16, 2024 | Sep 9, 2024 (116 d) |
| John Joseph Vansant | Apollon Wealth Management, LLC independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Nov 27, 2023 | Jul 25, 2023 |
| Bradley Andrew Schaffnit | Highpoint Planning Partners independent RIA | Apollon Financial, LLC no RAUM | RIA to a newly registered adviser | Oct 27, 2022 | Oct 14, 2022 |
| Maureen Bridget James | Highpoint Planning Partners independent RIA | Apollon Financial, LLC no RAUM | RIA to a newly registered adviser | Oct 21, 2022 | Oct 12, 2022 |
| John Stephen Kinzer | Wells Fargo Advisors wirehouse | Apollon Financial, LLC independent RIA | Wirehouse to independent RIA | Jun 26, 2020 | Aug 26, 2025 (1887 d) |
| Glenn Anthony Drake | Wells Fargo Advisors wirehouse | Apollon Financial, LLC independent RIA | Wirehouse to independent RIA | Jun 26, 2020 | Aug 27, 2025 (1888 d) |
| Daniel Scott Foxen | Mutual Service Corporation unclassified | Apollon Financial, LLC no RAUM | Other | Sep 8, 2009 | Mar 3, 2023 (4924 d) |
| Martin Albert Beck | Chase Investment Services Corp. other | Apollon Financial, LLC independent RIA | Other | Jul 6, 2007 | Sep 26, 2024 (6292 d) |
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16 moves match.