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

Michelle Linne Best

United Planners' Financial Services Of America A Limited Partnerindependent RIASpring Hill, Fl dual registrantIAPD 4267798

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michelle Linne Best

At current firm

0 y

since Jan 13, 2026

In the industry

20 y

since Jul 24, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

United Planners' Financial Services Of America A Limited Partner independent RIA current
since Jan 13, 2026 · Scottsdale, Az
Southland Equity Partners, LLC. independent RIA
May 28, 2024 to Dec 31, 2025 · Spring Hill, Fl
Vanguard Advisers, Inc. BD affiliated
Feb 3, 2021 to Apr 23, 2022 · Charlotte, Nc
Cliftonlarsonallen Wealth Advisors, LLC BD affiliated
Dec 11, 2019 to Jan 5, 2021 · Minneapolis, Mn
Advice And Planning Services BD affiliated
Oct 14, 2014 to Oct 8, 2019 · St. Louis, Mo
Strategic Advisers LLC national BD
Jul 24, 2006 to Aug 5, 2008 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Southland Equity Partners, LLC. to United Planners' Financial Services Of America A Limited Partner
left Dec 31, 2025, registered Jan 13, 2026 (13 days) · RIA to RIA
Vanguard Advisers, Inc. to Southland Equity Partners, LLC.
left Apr 23, 2022, registered May 28, 2024 (766 days) · Affiliated broker-dealer or bank to independent RIA
Cliftonlarsonallen Wealth Advisors, LLC to Vanguard Advisers, Inc.
left Jan 5, 2021, registered Feb 3, 2021 (29 days) · Affiliated broker-dealer or bank to another
Advice And Planning Services to Cliftonlarsonallen Wealth Advisors, LLC
left Oct 8, 2019, registered Dec 11, 2019 (64 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Advice And Planning Services
left Aug 5, 2008, registered Oct 14, 2014 (2261 days) · Other

Signals

Michelle Linne Best left Southland Equity Partners, Llc. for United Planners' Financial Services Of America A Limited Partner (registered 2026-01-13)
Dec 31, 2025 · Advisor changed firm · fact
Michelle Linne Best left Vanguard Advisers, Inc. for Southland Equity Partners, Llc. (registered 2024-05-28)
Apr 23, 2022 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address