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
Joel Angel Palatnik
Feed of 09/14/2026
At current firm
0 y
since Mar 25, 2026
In the industry
21 y
since Mar 14, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Modern Wealth Management, LLC independent RIA currentsince Mar 25, 2026 · Plantation, Fl
- LPL Financial LLC BD affiliatedDec 22, 2017 to Jan 17, 2018 · Plantation, Fl
- Lwm Advisory Services, LLC formerAug 7, 2015 to Aug 31, 2026 · Plantation, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedDec 11, 2014 to Aug 3, 2015 · Miami, Fl
- LPL Financial LLC BD affiliatedMay 30, 2008 to Dec 8, 2014 · Miami, Fl
- Esi Financial Advisors independent RIAMar 29, 2007 to Jul 27, 2007 · Coral Gables, Fl
- Msi Financial Services, Inc. formerApr 29, 2005 to Jan 16, 2007 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- Lwm Advisory Services, LLC to LPL Financial LLCleft Aug 31, 2026, registered Dec 22, 2017 (-3174 days) · RIA to RIA
- LPL Financial LLC to Modern Wealth Management, LLCleft Jan 17, 2018, registered Mar 25, 2026 (2989 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Lwm Advisory Services, LLCleft Aug 3, 2015, registered Aug 7, 2015 (4 days) · Other
- LPL Financial LLC to Raymond James Financial Services Advisors, Incleft Dec 8, 2014, registered Dec 11, 2014 (3 days) · Other
- Esi Financial Advisors to LPL Financial LLCleft Jul 27, 2007, registered May 30, 2008 (308 days) · Other
- Msi Financial Services, Inc. to Esi Financial Advisorsleft Jan 16, 2007, registered Mar 29, 2007 (72 days) · Other
Signals
- Joel Angel Palatnik left Lwm Advisory Services, Llc for Lpl Financial Llc (registered 2017-12-22)Aug 31, 2026 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address