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
Dane Francis Czaplicki
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
3 y
since Aug 24, 2023
In the industry
25 y
since Mar 30, 2001 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Members Wealth LLC independent RIA currentsince Aug 24, 2023 · Media, Pa
- Cs Planning Corp independent RIADec 21, 2022 to Nov 9, 2023 · Portland, Or
- Nexwealth LLC independent RIADec 10, 2021 to Dec 31, 2022 · Media, Pa
- Long Short Advisors, LLC asset managerOct 27, 2021 to Mar 3, 2023 · Philadelphia, Pa
- Bryn Mawr Trust Advisors, LLC independent RIAOct 18, 2016 to Jul 2, 2020 · Philadelphia, Pa
- West Capital Management, Inc. formerAug 29, 2007 to Mar 30, 2017 · Philadelphia, Pa
- Veritable LP formerJan 1, 2005 to Jul 12, 2007 · Newtown Square, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Members Wealth LLCleft Nov 9, 2023, registered Aug 24, 2023 (-77 days) · RIA to a newly registered adviser
- Long Short Advisors, LLC to Nexwealth LLCleft Mar 3, 2023, registered Dec 10, 2021 (-448 days) · Other
- Nexwealth LLC to Cs Planning Corpleft Dec 31, 2022, registered Dec 21, 2022 (-10 days) · RIA to RIA
- Bryn Mawr Trust Advisors, LLC to Long Short Advisors, LLCleft Jul 2, 2020, registered Oct 27, 2021 (482 days) · Other
- West Capital Management, Inc. to Bryn Mawr Trust Advisors, LLCleft Mar 30, 2017, registered Oct 18, 2016 (-163 days) · Other · moved with a team
- Veritable LP to West Capital Management, Inc.left Jul 12, 2007, registered Aug 29, 2007 (48 days) · Other
Signals
- Dane Francis Czaplicki left Cs Planning Corp for Members Wealth Llc (registered 2023-08-24)Nov 9, 2023 · Advisor changed firm · fact
- Dane Francis Czaplicki left Long Short Advisors, Llc for Nexwealth Llc (registered 2021-12-10)Mar 3, 2023 · Advisor changed firm · fact
- Dane Francis Czaplicki left Nexwealth Llc for Cs Planning Corp (registered 2022-12-21)Dec 31, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address