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

Abdulla Mirpur

Advice And Planning ServicesBD affiliatedSherman Oaks, Ca dual registrantIAPD 4837500

Feed of 09/15/2026

At current firm

0 y

since Dec 1, 2025

In the industry

21 y

since Oct 21, 2004 (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

Advice And Planning Services BD affiliated current
since Dec 1, 2025 · Sherman Oaks, Ca
Transamerica Financial Advisors, LLC BD affiliated
Sep 18, 2025 to Oct 2, 2025 · Buena Park, Ca
United Capital Management unclassified
Jun 30, 2010 to Dec 4, 2012 · Melville, Ny
Avantax Advisory Services former
Dec 11, 2009 to Jul 8, 2010 · Philadelphia, Pa
Gunnallen Financial, Inc unclassified
Mar 12, 2007 to Aug 24, 2007 · Hauppauge, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 3, 2005 to May 20, 2005 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Transamerica Financial Advisors, LLC to Advice And Planning Services
left Oct 2, 2025, registered Dec 1, 2025 (60 days) · Affiliated broker-dealer or bank to another
United Capital Management to Transamerica Financial Advisors, LLC
left Dec 4, 2012, registered Sep 18, 2025 (4671 days) · Other
Avantax Advisory Services to United Capital Management
left Jul 8, 2010, registered Jun 30, 2010 (-8 days) · Other
Gunnallen Financial, Inc to Avantax Advisory Services
left Aug 24, 2007, registered Dec 11, 2009 (840 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Gunnallen Financial, Inc
left May 20, 2005, registered Mar 12, 2007 (661 days) · Other

Signals

Abdulla Mirpur left Transamerica Financial Advisors, Llc for Advice And Planning Services (registered 2025-12-01)
Oct 2, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address