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RIA / WealthAdvisor39 years in industry

ELEANA TOURIS MCLANE

Advisor at REDWOOD FINANCIAL PLANNING, LLC

SCOTCH PLAINS, NJ

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Search this name across graphsid dfx:ria:b673bec7-124e-6bb9-1bbf-7f2ca1147638

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2003 to Sep 14, 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: REDWOOD FINANCIAL PLANNING, LLC
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: Dec 15, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Dec 15, 1986
First registration: Aug 29, 2003
Dual registered: no
Other names: ELLEANA ANDREA TOURIS|ELEANA A TOURIS|ELEANA ANDREA TOURIS
IAPD individual key: 1284272

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
REDWOOD FINANCIAL PLANNING, LLC	Independent wealth	Feb 6, 2024	n/a	yes	SCOTCH PLAINS, NJ	Current employment
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Oct 7, 2020	Mar 7, 2023	no	White Plains, NY	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Mar 10, 2016	Sep 18, 2020	no	COLUMBUS, OH	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	May 11, 2011	Mar 21, 2016	no	COLUMBUS, OH	Previous registration
BNY MELLON SECURITIES CORPORATION	Other adviser	Aug 29, 2003	Feb 4, 2009	no	NEW YORK, NY\|WESTFIELD, NJ\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|BIRMINGHAM, MI	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
WORLD INVESTMENT ADVISORS, LLC	REDWOOD FINANCIAL PLANNING, LLC	Mar 7, 2023	Feb 6, 2024	336	Firm change	Other
NATIONWIDE INVESTMENT ADVISORS, LLC	WORLD INVESTMENT ADVISORS, LLC	Sep 18, 2020	Oct 7, 2020	19	Firm change	Ibd to ibd
NATIONWIDE SECURITIES, LLC	NATIONWIDE INVESTMENT ADVISORS, LLC	Mar 21, 2016	Mar 10, 2016	-11	Bulk transfer	Other
BNY MELLON SECURITIES CORPORATION	NATIONWIDE SECURITIES, LLC	Feb 4, 2009	May 11, 2011	826	Firm change after gap	Other

Relationships

Registered with (5)

→ REDWOOD FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Feb 6, 2024 to presentfactForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 7, 2020 to Mar 7, 2023factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 10, 2016 to Sep 18, 2020factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
May 11, 2011 to Mar 21, 2016factForm ADV
→ BNY MELLON SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Aug 29, 2003 to Feb 4, 2009factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
Eleana Touris Mclane left World Investment Advisors, Llc for Redwood Financial Planning, Llc (registered 2024-02-06)
Form ADVobserved 5 days ago