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

Jeremy David Shipp

Rcplannersindependent RIAMidlothian, VaIA-onlyIAPD 6185268

Certified Financial Planner

Feed of 09/14/2026

At current firm

7 y

since Nov 1, 2018

In the industry

14 y

since Apr 1, 2012 (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: Founder, Presidentreportedrcplanners.comfirm site, Sep 17, 2026
Designations: CFP, CLU, RICP, CEPAreportedrcplanners.comas printed on the bio page, Sep 17, 2026
Founder: “Founder, President”reportedrcplanners.comthe sentence on the bio page
Professional profile: rcplanners.com/team/jeremy-shippreportedrcplanners.comfirm site, Sep 17, 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

Rcplanners independent RIA current
since Nov 1, 2018 · Midlothian, Va
First Advisors National, LLC independent RIA
Nov 20, 2015 to Oct 31, 2018 · Richmomd, Va
Corecap Advisors BD affiliated
Aug 4, 2015 to Nov 20, 2015 · Richmond, Va
First Advisors National, LLC independent RIA
Jan 27, 2014 to Aug 3, 2015 · Richmond, Va
Redhawk Wealth Advisors, Inc. independent RIA
Apr 16, 2013 to Aug 26, 2015 · Richmond, Va

Moves

a registration end followed by a registration begin elsewhere

First Advisors National, LLC to Rcplanners
left Oct 31, 2018, registered Nov 1, 2018 (1 days) · RIA to RIA
Corecap Advisors to First Advisors National, LLC
left Nov 20, 2015, registered Nov 20, 2015 (0 days) · Other
Redhawk Wealth Advisors, Inc. to First Advisors National, LLC
left Aug 26, 2015, registered Jan 27, 2014 (-576 days) · Other
First Advisors National, LLC to Corecap Advisors
left Aug 3, 2015, registered Aug 4, 2015 (1 days) · Other

Signals

No dated event on this person.

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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address