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

PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER

Current firm class

state registeredderived

Book size

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

Industry start

Oct 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 15, 2019

First registration

Nov 21, 2019

Dual registered

no

IAPD individual key

7195998

• Occurred

  Jan 4, 2022
  Advisor changed firm

  Joaquin Richard Rodgers left Envision Wealth Planning Inc. for Prism Wealth Planning Ltd. Dba The People'S Planner (registered 2022-09-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:73878fa0-308b-c4d4-272b-9f11a74cc8e6

First observed

Nov 21, 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.