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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Adam Scott Radin

Advisor at FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI | Clearwater, FL

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Search this name across graphsid dfx:ria:c994b19b-84b7-40ac-b25d-a5f0cabeb386

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Oct 7, 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: FLEXIBLE PLAN INVESTMENTS LTD
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S66
First exam: Aug 14, 2003
First registration: Oct 7, 2003
Dual registered: yes, broker-dealer
Other names: ADAM RADIN
IAPD individual key: 4670275

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
FLEXIBLE PLAN INVESTMENTS LTD	Mixed wealth	May 15, 2026	n/a	yes	BLOOMFIELD HILLS, MI\|Clearwater, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 12, 2025	Apr 22, 2026	no	ST PETERSBURG, FL\|CLEARWATER, FL\|ST. PETERSBURG, FL\|TAMPA, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 27, 2023	Aug 7, 2025	no	Plano, TX\|Temple Terrace, FL\|TRINITY, FL\|Orlando, FL\|Temple Terrace, FL\|Westlake, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Aug 20, 2021	May 23, 2023	no	ODESSA, FL\|PLANO, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Oct 16, 2008	no	BETHESDA, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 7, 2003	Apr 2, 2007	no	BETHESDA, MD\|BETHESDA, MD	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
LPL FINANCIAL LLC	FLEXIBLE PLAN INVESTMENTS LTD	Apr 22, 2026	May 15, 2026	23	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	Aug 7, 2025	Nov 12, 2025	97	Firm change	Ibd to ibd
FISHER INVESTMENTS	CHARLES SCHWAB & CO., INC.	May 23, 2023	Jul 27, 2023	65	Firm change	RIA to ibd
MORGAN STANLEY & CO. LLC	FISHER INVESTMENTS	Oct 16, 2008	Aug 20, 2021	4,691	Firm change after gap	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ FLEXIBLE PLAN INVESTMENTS LTDRegistered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 12, 2025 to Apr 22, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 27, 2023 to Aug 7, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Aug 20, 2021 to May 23, 2023factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Oct 16, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 7, 2003 to Apr 2, 2007factForm ADV

Dated events

Occurred
Apr 22, 2026
Advisor changed firm
Adam Scott Radin left Lpl Financial Llc for Flexible Plan Investments Ltd (registered 2026-05-15)
Form ADVobserved 5 days ago
Occurred
Aug 7, 2025
Advisor changed firm
Adam Scott Radin left Charles Schwab & Co., Inc. for Lpl Financial Llc (registered 2025-11-12)
Form ADVobserved 5 days ago
Occurred
May 23, 2023
Advisor changed firm
Adam Scott Radin left Fisher Investments for Charles Schwab & Co., Inc. (registered 2023-07-27)
Form ADVobserved 5 days ago