DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David M Kopyc

Retirement Planning Group, LLCindependent RIAMalta, Nydual registrantIAPD 1065369

Feed of 09/14/2026

Also filed as David Michael Kopyc

At current firm

5 y

since Jul 29, 2021

In the industry

42 y

since Jul 20, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: dave@rpgretire.comreportedrpgretire.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Retirement Planning Group, LLC independent RIA current
since Jul 29, 2021 · Malta, Ny
Arbor Point Advisors former
Sep 18, 2020 to Jan 5, 2021 · Malta, Ny
Ssn Advisory, Inc. former
Jan 2, 2019 to Sep 18, 2020 · Malta, Ny
Ameritas Advisory Services former
Oct 20, 2008 to Dec 31, 2018 · Albany, Ny
Ic Advisory Services, Inc. former
Aug 31, 2007 to Sep 19, 2008 · Saratoga Springs, Ny

Moves

a registration end followed by a registration begin elsewhere

Arbor Point Advisors to Retirement Planning Group, LLC
left Jan 5, 2021, registered Jul 29, 2021 (205 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Ssn Advisory, Inc. to Arbor Point Advisors
left Sep 18, 2020, registered Sep 18, 2020 (0 days) · channel change inside one enterprise, not a move
Ameritas Advisory Services to Ssn Advisory, Inc.
left Dec 31, 2018, registered Jan 2, 2019 (2 days) · Affiliated broker-dealer or bank to another
Ic Advisory Services, Inc. to Ameritas Advisory Services
left Sep 19, 2008, registered Oct 20, 2008 (31 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address