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.
Advisor moves
Departures from Wealth Planning Corp
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Malea A Hornback | Wealth Planning Corp independent RIA | Bouvel Investment Partners, LLC independent RIA | RIA to RIA | Feb 19, 2026 | May 12, 2026 (82 d) |
| James Charles Oliger | Wealth Planning Corp other | Wealthquest Corporation other | Other | Mar 29, 2016 | Dec 13, 2006 |
| Wade Keith Daniel | Wealth Planning Corp other | Wealthquest Corporation other | Other | Apr 20, 2010 | Dec 13, 2006 |
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3 moves match.