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RIA / WealthAdvisor18 years in industry

PATRIC LIN PIANTEDOSI

Advisor at RETIREMENT PLANNERS OF AMERICA

PLANO, TX | Irvine, CA

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Search this name across graphsid dfx:ria:cfcc8837-725f-949d-1288-ff239b14741f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2008 to Sep 15, 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: RETIREMENT PLANNERS OF AMERICA
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: Jun 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 5, 2008
First registration: Jun 6, 2008
Dual registered: no
Other names: PATRIC L PIANTEDOSI
IAPD individual key: 5475688

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
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Jul 15, 2016	n/a	yes	PLANO, TX\|Irvine, CA	Current employment
LONGBOARD CAPITAL ADVISORS, LLC	State registered	Dec 4, 2013	Sep 16, 2014	no	IVINS, UT	Previous registration
WILLIAM O'NEIL + COMPANY	No RAUM reported	Jan 27, 2010	Dec 16, 2013	no	LOS ANGELES, CA	Previous registration
WILLIAM O'NEIL SECURITIES	n/a	Jun 6, 2008	Feb 12, 2010	no	BOSTON, MA	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
LONGBOARD CAPITAL ADVISORS, LLC	RETIREMENT PLANNERS OF AMERICA	Sep 16, 2014	Jul 15, 2016	668	Firm change after gap	Other
WILLIAM O'NEIL + COMPANY	LONGBOARD CAPITAL ADVISORS, LLC	Dec 16, 2013	Dec 4, 2013	-12	Firm change	Other
WILLIAM O'NEIL SECURITIES	WILLIAM O'NEIL + COMPANY	Feb 12, 2010	Jan 27, 2010	-16	Firm change	Other

Relationships

Registered with (4)

→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: current employment
Jul 15, 2016 to presentfactForm ADV
→ LONGBOARD CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 4, 2013 to Sep 16, 2014factForm ADV
→ WILLIAM O'NEIL + COMPANYRegistered adviserregistration: previous registration
Jan 27, 2010 to Dec 16, 2013factForm ADV
→ WILLIAM O'NEIL SECURITIESRegistered adviserregistration: previous registration
Jun 6, 2008 to Feb 12, 2010factForm ADV

Dated events

No dated event names this entity yet.