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 Planning Alternatives Ltd

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
Patrick Charles HannonPlanning Alternatives Ltd independent RIARwa Wealth Partners independent RIARIA to RIAMar 26, 2026Mar 25, 2026
Michael David SchmidtkePlanning Alternatives Ltd independent RIACsenge Advisory Group, LLC independent RIARIA to RIAAug 15, 2024Dec 16, 2024 (123 d)
Christopher HylenPlanning Alternatives Ltd independent RIAHoward Bailey Securities, LLC independent RIARIA to RIAMay 26, 2023Jun 25, 2023
Angelo Jerome LesliePlanning Alternatives Ltd independent RIAGfp Private Wealth independent RIARIA to RIASep 29, 2021Dec 10, 2021 (72 d)
Julie E. Hall LabrunePlanning Alternatives Ltd independent RIAVision Capital Partners independent RIARIA to RIAOct 29, 2020Oct 9, 2020
Brent Allen BellPlanning Alternatives Ltd independent RIAOrigin Investment Advisory LLC no RAUMRIA to a newly registered adviserJun 29, 2020Jun 24, 2021 (360 d)
James Conrad NiedzinskiPlanning Alternatives Ltd independent RIATru Independence Asset Management, LLC independent RIARIA to RIAFeb 10, 2020Feb 7, 2020
William Charles HullingerPlanning Alternatives Ltd independent RIAVerity Wealth Partners unclassifiedOtherFeb 10, 2020Mar 10, 2020
Nicole Gopoian WirickPlanning Alternatives Ltd independent RIAProsperity Wealth Strategies LLC state registeredRIA to a state-registered adviserApr 18, 2019Apr 22, 2019
Nathan Mark MersereauPlanning Alternatives Ltd otherWealthcare Advisors, LLC no RAUMOtherFeb 9, 2018Apr 18, 2012
James Conrad NiedzinskiPlanning Alternatives Ltd otherWealthcare Advisors, LLC no RAUMOtherFeb 9, 2018Dec 6, 2012
Kristie Kaye GheysensPlanning Alternatives Ltd otherFinancial Engines Advisor Center, LLC otherOtherOct 4, 2016Oct 13, 2016
Jason Sheldon ClosePlanning Alternatives Ltd otherWealthcare Advisors, LLC otherOtherMay 17, 2016Aug 20, 2014
Joseph OlekszykPlanning Alternatives Ltd otherWealthcare Advisors, LLC no RAUMOtherJan 31, 2014Nov 30, 2012
Lauren Symington DavisPlanning Alternatives Ltd otherDavis Investment Group, Ltd. state registeredOtherDec 3, 2013Dec 18, 2018 (1841 d)
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15 moves match.