DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PLANCORP, LLC
SAINT LOUIS, MO | Fresno, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PLANCORP, LLC | Independent wealth | Apr 1, 2026 | n/a | yes | Fresno, CA|SAINT LOUIS, MO | Current employment |
| REGENCY INVESTMENT ADVISORS INC | Former SEC adviser | Mar 19, 2009 | Apr 7, 2026 | no | FRESNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS INC | PLANCORP, LLC | Apr 7, 2026 | Apr 1, 2026 | -6 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106990:106599:CA:2026-04-07 | Apr 7, 2026 | Apr 1, 2026 | FRESNO, CA | Firm change |