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

Naoka Nakagawa

Prism Planning And Solutions Groupindependent RIAWhite Plains, NyIA-onlyIAPD 4503583

Feed of 09/14/2026

Also filed as Naoka Nakagawa-Russo

At current firm

0 y

since Feb 20, 2026

In the industry

21 y

since Jun 29, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Management Servicesreportedppsgrp.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Prism Planning And Solutions Group independent RIA current
since Feb 20, 2026 · White Plains, Ny
Insight Advisors, LLC independent RIA
Oct 13, 2020 to Apr 6, 2026 · White Plains, Ny
Morgan Stanley wirehouse
Jul 29, 2011 to Oct 15, 2020 · Greenwich, Ct
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 30, 2005 to Aug 2, 2011 · White Plains, Ny

Moves

a registration end followed by a registration begin elsewhere

Insight Advisors, LLC to Prism Planning And Solutions Group
left Apr 6, 2026, registered Feb 20, 2026 (-45 days) · RIA to a newly registered adviser · moved with a team
Morgan Stanley to Insight Advisors, LLC
left Oct 15, 2020, registered Oct 13, 2020 (-2 days) · Wirehouse to independent RIA · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Aug 2, 2011, registered Jul 29, 2011 (-4 days) · Wirehouse to wirehouse

Signals

Naoka Nakagawa left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
Apr 6, 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