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 Plancorp, LLC

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.

AdvisorFromToTypeLeftRegistered
Sara Marie GelsheimerPlancorp, LLC independent RIASavvy independent RIARIA to RIAOct 10, 2025Oct 8, 2025
Susan JonesPlancorp, LLC independent RIASavvy independent RIARIA to RIAOct 10, 2025Oct 9, 2025
Desiree Blythe KaulPlancorp, LLC independent RIAKaul Financial Solutions state registeredRIA to a state-registered adviserOct 10, 2025May 29, 2025
Jacob Joseph MalinaPlancorp, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 16, 2024Oct 25, 2024
Emily BeilmanPlancorp, LLC independent RIACoats Financial Planning state registeredRIA to a state-registered adviserJul 12, 2024Jul 24, 2024
Christopher Alan ArnoldPlancorp, LLC independent RIASecfi Advisory Limited asset managerOtherFeb 11, 2022Jul 21, 2022 (160 d)
Wesley James LeftwichPlancorp, LLC independent RIADew Wealth Management independent RIARIA to RIAJan 5, 2022Jan 13, 2022
Nicholas StorkPlancorp, LLC independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 24, 2021Feb 4, 2022 (164 d)
Daniel S LeePlancorp, LLC independent RIABrightplan LLC independent RIARIA to RIAAug 10, 2021Aug 24, 2021
Elizabeth Weidner BeauboeufPlancorp, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 22, 2021Oct 13, 2020
Haleigh Rose AlbersPlancorp, LLC independent RIABrightplan LLC independent RIARIA to RIAApr 16, 2021Jun 8, 2021 (53 d)
Krista Nicole ThompsonPlancorp, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 7, 2019Oct 29, 2019 (83 d)
Ryan Robert MillerPlancorp, LLC independent RIAElser Financial Planning, Inc. independent RIARIA to RIASep 17, 2018Nov 16, 2018 (60 d)
Jason Sy CoPlancorp, LLC independent RIATd Ameritrade Investment Management, LLC independent RIARIA to RIAJul 27, 2018Jul 26, 2018
Michael James VredenburghPlancorp, LLC independent RIAMoneta Group Investment Advisors, LLC otherOtherFeb 2, 2018Feb 2, 2018
Andrew P MclaughlinPlancorp, LLC otherUBS Financial Services Inc. wirehouseOtherJan 22, 2016Mar 7, 2016 (45 d)
Deborah Lee RahnPlancorp, LLC otherMoneta Group Investment Advisors, LLC independent RIAOtherSep 17, 2015Apr 10, 2025 (3493 d)
David John ArnsPlancorp, LLC otherSheaff Brock Investment Advisors, LLC otherOtherOct 2, 2013Oct 1, 2013
Angela OsbornePlancorp, LLC otherStancorp Investment Advisers, Inc. otherOtherMay 28, 2013Jul 2, 2013 (35 d)
Michael Patrick MccartneyPlancorp, LLC otherMccartney Wealth Management LLC independent RIAOtherAug 23, 2010Aug 31, 2010
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20 moves match.