DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

LARRY EUGENE FOSTER

Advisor at WISDOM PLANNING GROUP

ORLANDO, FL | Lakeland, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7121a5f2-a3c7-127f-b6e7-af585eba0367

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Aug 14, 2012 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WISDOM PLANNING 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: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 18, 2012
First registration: Aug 14, 2012
Dual registered: no
Other names: BUTCH FOSTER|LARRY EUGENE FOSTER|LARRY EUGENE FOSTER|LARRY FOSTER|Lawrence Foster|LARRY E FOSTER
IAPD individual key: 1740818

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WISDOM PLANNING GROUP	Independent wealth	Jun 22, 2023	n/a	yes	Lakeland, FL\|ORLANDO, FL	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 8, 2023	Jun 22, 2023	no	Lakeland, FL	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Feb 21, 2023	Apr 14, 2023	no	Lakeland, FL\|CINCINNATI, OH	Previous registration
DELTA ADVISORY GROUP, INC.	Independent wealth	Sep 6, 2022	Jan 25, 2023	no	Lakeland, FL\|MAITLAND, FL	Previous registration
DELTA CAPITAL MANAGEMENT, LLC	Institutional manager	Dec 18, 2020	Jan 25, 2023	no	Lakeland, FL	Previous registration
EDWARD JONES	National bd RIA	Feb 3, 2020	Nov 19, 2020	no	LAKELAND, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 14, 2012	Jan 23, 2020	no	LAKELAND, FL\|LAKELAND, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	WISDOM PLANNING GROUP	Jun 22, 2023	Jun 22, 2023	0	Firm change	Ibd to RIA
HORTER INVESTMENT MANAGEMENT, LLC	CETERA INVESTMENT ADVISERS LLC	Apr 14, 2023	Jun 8, 2023	55	Firm change	RIA to ibd
DELTA ADVISORY GROUP, INC.	HORTER INVESTMENT MANAGEMENT, LLC	Jan 25, 2023	Feb 21, 2023	27	Firm change	RIA to RIA
DELTA CAPITAL MANAGEMENT, LLC	DELTA ADVISORY GROUP, INC.	Jan 25, 2023	Sep 6, 2022	-141	Firm change after gap	RIA to RIA
EDWARD JONES	DELTA CAPITAL MANAGEMENT, LLC	Nov 19, 2020	Dec 18, 2020	29	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDWARD JONES	Jan 23, 2020	Feb 3, 2020	11	Firm change	Wirehouse to ibd

Relationships

Registered with (7)

→ WISDOM PLANNING GROUPRegistered adviserregistration: current employment
Jun 22, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 8, 2023 to Jun 22, 2023factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 21, 2023 to Apr 14, 2023factForm ADV
→ DELTA ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Sep 6, 2022 to Jan 25, 2023factForm ADV
→ DELTA CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 18, 2020 to Jan 25, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 3, 2020 to Nov 19, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 14, 2012 to Jan 23, 2020factForm ADV

Dated events

Occurred
Jun 22, 2023
Advisor changed firm
Larry Eugene Foster left Cetera Investment Advisers Llc for Wisdom Planning Group (registered 2023-06-22)
Form ADVobserved 6 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Larry Eugene Foster left Horter Investment Management, Llc for Cetera Investment Advisers Llc (registered 2023-06-08)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Larry Eugene Foster left Delta Advisory Group, Inc. for Horter Investment Management, Llc (registered 2023-02-21)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Larry Eugene Foster left Delta Capital Management, Llc for Delta Advisory Group, Inc. (registered 2022-09-06)
Form ADVobserved 6 days ago