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

CETERA PLANNING PARTNERS

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

Jul 31, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 31, 2013

First registration

Mar 24, 2015

Dual registered

no

Other names

JAYACHANDRAN DORAISWAMI

IAPD individual key

6214351

• Occurred

  Mar 31, 2025
  Advisor changed firm

  Jay Doraiswami left Wealtheon Advisors Llc for Cetera Planning Partners (registered 2025-03-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe71ce9b-9a1b-9c9f-6aa0-77f5b2a676c7

First observed

Mar 24, 2015

Last observed

Sep 15, 2026 6 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.