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
Jeffrey Bruce Goldman
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Nov 24, 2025
In the industry
35 y
since Feb 6, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Life Planning Advisors LLC independent RIA currentsince Nov 24, 2025 · Bigfork, Mt
- Life Planning Advisors LLC independent RIAAug 24, 2009 to Dec 31, 2018 · Los Angeles, Ca
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Mar 23, 2009 · Saint Petersburg, Fl
- Raymond James Financial Services, Inc. unclassifiedMar 19, 2007 to Jan 2, 2009 · Palos Verdes Estates, Ca
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerSep 30, 2002 to Mar 15, 2007 · Carlsbad, Ca
- Life Planning Advisors, LLC. unclassifiedJan 1, 2002 to Apr 10, 2008 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Life Planning Advisors LLCleft Mar 23, 2009, registered Aug 24, 2009 (154 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Life Planning Advisors, LLC. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Apr 10, 2008, registered Sep 30, 2002 (-2019 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Raymond James Financial Services, Inc.left Mar 15, 2007, registered Mar 19, 2007 (4 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address