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

Jimmy Dale Long

Ignite Planners LLCindependent RIASan Clemente, Ca IA-onlyIAPD 4651554

Feed of 09/15/2026

Also filed as Jimmy Dale Long

At current firm

2 y

since Apr 3, 2024

In the industry

34 y

since May 1, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

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 Advisorreportedigniteplanners.comfirm site, Sep 15, 2026
founder other: “Jimmy Long is the founder and president of Long Financial Services, LLC.”reportedigniteplanners.comthe sentence on the bio page
Years, as the firm states: 35reportedigniteplanners.com“With over 35 years experience, he has counseled thousands of clients on a range of financial matters including planning for a secure retirement, protecting against long term care expenses, and leaving a legacy through sound e”
Professional profile: igniteplanners.com/jimmy-longreportedigniteplanners.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

Ignite Planners LLC independent RIA current
since Apr 3, 2024 · San Clemente, Ca
Simplyria Advisor Network independent RIA
Jul 17, 2023 to Oct 11, 2023 · Natchitoches, La
Alphastar Capital Management independent RIA
Nov 16, 2021 to Jun 22, 2022 · Cornelius, Nc
Bison Wealth, LLC independent RIA
Apr 13, 2021 to Nov 12, 2021 · Atlanta, Ga
Gradient Advisors, LLC independent RIA
Apr 14, 2020 to Dec 31, 2020 · Natchitoches, La
Gradient Advisors, LLC independent RIA
Aug 8, 2019 to Dec 31, 2019 · Natchitoches, La
Avantax Advisory Services former
May 23, 2019 to Aug 16, 2019 · Irving, Tx
Virtue Capital Management, LLC independent RIA
Mar 14, 2019 to Jun 12, 2019 · Natchitoches, La
Financial Gravity Asset Management, Inc. independent RIA
Oct 30, 2018 to May 24, 2019 · Natchitoches, La
Royal Fund Management, LLC independent RIA
Jan 29, 2018 to Oct 30, 2018 · Natchitoches, La
Long Asset Management, LLC unclassified
Feb 16, 2016 to Feb 16, 2017 · Natchitoches, La
Institute For Wealth Advisors, Inc. former
Oct 29, 2015 to Feb 15, 2016 · Natchitoches, La

Moves

a registration end followed by a registration begin elsewhere

Simplyria Advisor Network to Ignite Planners LLC
left Oct 11, 2023, registered Apr 3, 2024 (175 days) · RIA to RIA
Alphastar Capital Management to Simplyria Advisor Network
left Jun 22, 2022, registered Jul 17, 2023 (390 days) · RIA to RIA
Bison Wealth, LLC to Alphastar Capital Management
left Nov 12, 2021, registered Nov 16, 2021 (4 days) · RIA to RIA
Gradient Advisors, LLC to Bison Wealth, LLC
left Dec 31, 2020, registered Apr 13, 2021 (103 days) · RIA to RIA
Avantax Advisory Services to Gradient Advisors, LLC
left Aug 16, 2019, registered Aug 8, 2019 (-8 days) · Affiliated broker-dealer or bank to independent RIA
Virtue Capital Management, LLC to Avantax Advisory Services
left Jun 12, 2019, registered May 23, 2019 (-20 days) · RIA to affiliated broker-dealer or bank
Financial Gravity Asset Management, Inc. to Virtue Capital Management, LLC
left May 24, 2019, registered Mar 14, 2019 (-71 days) · RIA to RIA
Royal Fund Management, LLC to Financial Gravity Asset Management, Inc.
left Oct 30, 2018, registered Oct 30, 2018 (0 days) · RIA to RIA
Long Asset Management, LLC to Royal Fund Management, LLC
left Feb 16, 2017, registered Jan 29, 2018 (347 days) · Other
Institute For Wealth Advisors, Inc. to Long Asset Management, LLC
left Feb 15, 2016, registered Feb 16, 2016 (1 days) · Other

Signals

Jimmy Dale Long left Simplyria Advisor Network for Ignite Planners Llc (registered 2024-04-03)
Oct 11, 2023 · Advisor changed firm · fact
Jimmy Dale Long left Alphastar Capital Management for Simplyria Advisor Network (registered 2023-07-17)
Jun 22, 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address