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.
Langston Washington
- Designations
- MBAreportedwealthplangroup.comas printed on the bio page, Sep 16, 2026
- Professional profile
- wealthplangroup.com/team/langston-washingtonreportedwealthplangroup.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.
- Wealthplan Investment Management LLC independent RIA currentsince Feb 10, 2026 · Urbanna, Va
- Wealthplan Partners independent RIAJun 26, 2025 to Feb 5, 2026 · Omaha, Ne
- Orion Portfolio Solutions, LLC BD affiliatedJan 17, 2023 to May 27, 2025 · Omaha, Ne
- Orion Portfolio Solutions, LLC formerAug 26, 2022 to Jan 6, 2023 · Omaha, Ne
- Fsa Wealth Partners independent RIAFeb 11, 2022 to Sep 1, 2022 · Rockville, Md
- Fidelity Personal And Workplace Advisors formerJul 21, 2021 to Jan 7, 2022 · Covington, Ky
- Grove Point Advisors, LLC formerApr 1, 2021 to Jun 28, 2021 · Rockville, Md
- H. Beck, Inc. formerMar 1, 2021 to Apr 1, 2021 · Rockville, Md
- United Brokerage Services Inc BD affiliatedJan 24, 2019 to May 10, 2019 · Mclean, Va
- Wells Fargo Advisors wirehouseAug 7, 2017 to Jan 9, 2019 · Washington, Dc
- Ameriprise Financial Services, LLC national BDJan 27, 2017 to Aug 2, 2017 · Richmond, Va
- Wealthplan Partners to Wealthplan Investment Management LLCleft Feb 5, 2026, registered Feb 10, 2026 (5 days) · channel change inside one enterprise, not a move
- Orion Portfolio Solutions, LLC to Wealthplan Partnersleft May 27, 2025, registered Jun 26, 2025 (30 days) · Affiliated broker-dealer or bank to independent RIA
- Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLCleft Jan 6, 2023, registered Jan 17, 2023 (11 days) · corporate re-registration, not a move
- Fsa Wealth Partners to Orion Portfolio Solutions, LLCleft Sep 1, 2022, registered Aug 26, 2022 (-6 days) · RIA to RIA
- Fidelity Personal And Workplace Advisors to Fsa Wealth Partnersleft Jan 7, 2022, registered Feb 11, 2022 (35 days) · Affiliated broker-dealer or bank to independent RIA
- Grove Point Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Jun 28, 2021, registered Jul 21, 2021 (23 days) · Affiliated broker-dealer or bank to another
- H. Beck, Inc. to Grove Point Advisors, LLCleft Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
- United Brokerage Services Inc to H. Beck, Inc.left May 10, 2019, registered Mar 1, 2021 (661 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to United Brokerage Services Incleft Jan 9, 2019, registered Jan 24, 2019 (15 days) · Wirehouse to independent RIA
- Ameriprise Financial Services, LLC to Wells Fargo Advisorsleft Aug 2, 2017, registered Aug 7, 2017 (5 days) · Affiliated broker-dealer or bank to wirehouse
- Langston Washington left Orion Portfolio Solutions, Llc for Wealthplan Partners (registered 2025-06-26)May 27, 2025 · Advisor changed firm · fact
- Langston Washington left Fsa Wealth Partners for Orion Portfolio Solutions, Llc (registered 2022-08-26)Sep 1, 2022 · Advisor changed firm · fact
- Langston Washington left Fidelity Personal And Workplace Advisors for Fsa Wealth Partners (registered 2022-02-11)Jan 7, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address