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
Eleana Touris Mclane
Feed of 09/14/2026
Also filed as Elleana Andrea Touris
At current firm
2 y
since Feb 6, 2024
In the industry
39 y
since Dec 15, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Redwood Financial Planning, LLC independent RIA currentsince Feb 6, 2024 · Scotch Plains, Nj
- World Investment Advisors, LLC otherOct 7, 2020 to Mar 7, 2023 · White Plains, Ny
- Nationwide Investment Advisors, LLC BD affiliatedMar 10, 2016 to Sep 18, 2020 · Columbus, Oh
- Nationwide Securities, LLC no RAUMMay 11, 2011 to Mar 21, 2016 · Columbus, Oh
- Bny Mellon Securities Corporation otherAug 29, 2003 to Feb 4, 2009 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- World Investment Advisors, LLC to Redwood Financial Planning, LLCleft Mar 7, 2023, registered Feb 6, 2024 (336 days) · Other
- Nationwide Investment Advisors, LLC to World Investment Advisors, LLCleft Sep 18, 2020, registered Oct 7, 2020 (19 days) · Affiliated broker-dealer or bank to another
- Nationwide Securities, LLC to Nationwide Investment Advisors, LLCleft Mar 21, 2016, registered Mar 10, 2016 (-11 days) · corporate re-registration, not a move
- Bny Mellon Securities Corporation to Nationwide Securities, LLCleft Feb 4, 2009, registered May 11, 2011 (826 days) · Other
Signals
- Eleana Touris Mclane left World Investment Advisors, Llc for Redwood Financial Planning, Llc (registered 2024-02-06)Mar 7, 2023 · Advisor changed firm · fact
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address