ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

PLAINVIEW, NY · CRD 126685 · IAPD ↗ · 516-887-4433

$464.3MRegulatory AUM

3Advisory reps

3Employees

0Clients

n/aPlanning clients

0Private funds

15States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

January 2026 — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC filed an Item 4A succession naming ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. (CRD 126685) — an entity change, not a deal.

Item 4A succession where the acquired firm is the same business (entity change, not a deal).

Integration & migration consultingCompliance

January 2026 — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC notice-filed in OH.

Notice-filed in new state(s): the firm is taking clients somewhere new.

ComplianceMarketing & brand

January 2026 — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. is now doing business as ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC.

Primary business name changed: rebrand, merger, or ownership change.

Marketing & brandCRM

January 2025 — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. reported RAUM up 25% ($369.2M -> $463.0M).

Regulatory AUM up >=25% since last filing.

Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.