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

Zachary Robert Goreczny

Advice And Planning ServicesBD affiliatedCharlotte, Nc dual registrantIAPD 7544093

Feed of 09/14/2026

Also filed as Zachary R Goreczny

At current firm

0 y

since Feb 26, 2026

In the industry

15 y

since Dec 1, 2010 (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

Registration history

IAPD current and previous registrations

Advice And Planning Services BD affiliated current
since Feb 26, 2026 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Nov 5, 2025 to Feb 3, 2026 · St. Louis, Mo
Esi Financial Advisors independent RIA
Jun 5, 2025 to Aug 29, 2025 · Charlotte, Nc
Advice And Planning Services BD affiliated
Sep 9, 2022 to May 9, 2025 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Advice And Planning Services
left Feb 3, 2026, registered Feb 26, 2026 (23 days) · Wirehouse to affiliated broker-dealer or bank
Esi Financial Advisors to Wells Fargo Advisors
left Aug 29, 2025, registered Nov 5, 2025 (68 days) · RIA to wirehouse
Advice And Planning Services to Esi Financial Advisors
left May 9, 2025, registered Jun 5, 2025 (27 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Zachary Robert Goreczny left Wells Fargo Advisors for Advice And Planning Services (registered 2026-02-26)
Feb 3, 2026 · Advisor changed firm · fact
Zachary Robert Goreczny left Esi Financial Advisors for Wells Fargo Advisors (registered 2025-11-05)
Aug 29, 2025 · Advisor changed firm · fact
Zachary Robert Goreczny left Advice And Planning Services for Esi Financial Advisors (registered 2025-06-05)
May 9, 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address