This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

LIFEPLAN GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jul 20, 2018

First registration

Sep 5, 2019

Dual registered

no

Other names

Robert SCOTT Wilson|ROBERT WILSON|ROBERT SCOTT WILSON|Rob Wilson

IAPD individual key

6953762

• Occurred

  Sep 27, 2022
  Advisor changed firm

  Robert Scott Wilson left Td Ameritrade, Inc. for Lifeplan Group (registered 2022-10-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:618abc29-9c2a-a4a7-640f-13ad266e3f48

First observed

Sep 5, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.