DFX Intelligence
Advisor moves
Arrivals at Appletree Financial Services LLCWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Donius | Strategic Advisers LLC national BD | Appletree Financial Services LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 30, 2026 | Aug 11, 2026 (103 d) |
Page 1 of 1