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 Platinum Planning, Inc.
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 |
|---|---|---|---|---|---|
| Amanda Sue Voorhees | Platinum Planning, Inc. state registered | Valic Financial Advisors, Inc. other | Other | Feb 12, 2015 | Apr 28, 2015 (75 d) |
| Christopher Louis Licata | Platinum Planning, Inc. state registered | Sb Advisory, LLC BD affiliated | Other | Apr 25, 2013 | Nov 2, 2018 (2017 d) |
| Helen Sylvia Rimensnyder | Platinum Planning, Inc. state registered | Asset Management Financial Services Inc. state registered | Other | Apr 25, 2013 | Apr 2, 2013 |
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3 moves match.