Amy King has been an investment adviser representative at Apforia since October 2024, and is not listed among the firm’s executive officers or direct owners.
Apforia LTD is a Virginia Beach, VA firm with $102M under management, 385 clients and 10 advisers across 8 offices, as of its September 2026 filing.
Amy King is Founder and Lead Financial Planner of Instar Financial Planning. She began her military career in 1994 in the US Naval Reserves, entered active duty in the US Army in 1997 where she served for over 22 years, and retired in 2019 to begin a career as a financial advisor. King built her firm to help military veterans and federal civilians.
Amy King’s longest registration was 3 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2023). Before joining Apforia in 2024, Amy King was registered through Instar Financial Planning, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Instar Financial Planning, LLC– · 1 yearFallston, MD · Adviser representative · Firm CRD 324730
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsTowson, MD · Adviser representative · Firm CRD 7691
Professional designations
Listed by Apforia
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Military Qualified Financial Planner® (MQFP®)
- Chartered Federal Employee Benefits Consultant (ChFEBC)
Investment adviser representative registrations
Amy King is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Florida, in July 2026.
- FloridaSince 24 July 2026
- MarylandSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 September 2019 |
| Series 7TO | General Securities Representative Examination | 27 August 2019 |
| SIE | Securities Industry Essentials Examination | 5 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Amy Susan King
- CRD
- 7160782
- Firm
- Apforia · CRD 327176
- Office
- Venice, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- instarfp.com
Where does Amy King work?
Amy King is an investment adviser representative registered through Apforia LTD since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Amy King a financial advisor?
Yes. Amy King has a current investment-adviser registration in Florida and Maryland, through Apforia since October 2024.
How many years of experience does Amy King have?
Amy King has 7 years in the financial industry, since September 2019, across 3 adviser firms.
What exams has Amy King passed?
Amy King has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where did Amy King work before Apforia?
Before Apforia, Amy King was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2019 to February 2023.
Where is Amy King based?
Amy King’s registered office is in Venice, FL.
Is Amy King registered with FINRA?
No. Amy King has no current broker registration.
Is Amy King a CFP?
Apforia lists Amy King with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Amy King biography, instarfp.com
How can I verify Amy King’s record?
Search CRD 7160782 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy King’s full registration record.
