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

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

First registration

Apr 19, 2018

Dual registered

no

Other names

KOMAL GOPAL MOTWANI|Komal Motwani

IAPD individual key

6618897

• Occurred

  Dec 5, 2025
  Advisor changed firm

  Komal Gopal Motwani left Yanni & Associates Investment Advisors, Llc for Advice And Planning Services (registered 2025-12-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82a7fa35-3090-25a2-34d4-917ab772e7d9

First observed

Apr 19, 2018

Last observed

Sep 14, 2026 7 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.