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 Cs 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 |
|---|---|---|---|---|---|
| Kenneth Dale Bolton | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | Jul 16, 2026 (44 d) |
| Renee Robin Reksc | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Hoon Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Matthew John Fevola | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 29, 2026 |
| Kelly Stecklein | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Kevin Krieg | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 7, 2026 |
| Nicholas Lance Seltun | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Taylor Thomas Leary | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Eric A Hallin | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 4, 2026 |
| Kathleen Thayer Rentz | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Wesley Chan-Young Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Christian Seung-Ri Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Michael P Reksc | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Andrea Lynn Anastasio | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 11, 2026 |
| Ashley Nicole Eckles | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | Jul 6, 2026 (34 d) |
| Robert William Burns | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 1, 2026 | May 1, 2026 |
| Walter C Richardson | Cs Planning Corp independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | May 11, 2026 | May 4, 2026 |
| Craig Alexander Chandler | Cs Planning Corp independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | May 11, 2026 | Apr 13, 2026 |
| Daniel Lynn Vandergriff | Cs Planning Corp independent RIA | Northwest Asset Management independent RIA | RIA to RIA | May 1, 2026 | Apr 2, 2026 |
| Kristopher Blake Aubrey | Cs Planning Corp independent RIA | LPL Enterprise, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2025 | Jul 14, 2025 |
| Mary Lauren Williams | Cs Planning Corp independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 14, 2023 | Dec 15, 2023 |
| Timothy Yeats Thomas | Cs Planning Corp independent RIA | Members Wealth LLC no RAUM | RIA to a newly registered adviser | Nov 9, 2023 | Aug 24, 2023 |
| Dane Francis Czaplicki | Cs Planning Corp independent RIA | Members Wealth LLC no RAUM | RIA to a newly registered adviser | Nov 9, 2023 | Aug 24, 2023 |
| Timothy Michael Macarak | Cs Planning Corp independent RIA | Members Wealth LLC no RAUM | RIA to a newly registered adviser | Nov 9, 2023 | Aug 24, 2023 |
| John Morris Weller | Cs Planning Corp independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2023 | Jun 30, 2023 |
| Daniel Edwards Diehl | Cs Planning Corp independent RIA | Fisher Investments independent RIA | RIA to RIA | Jan 30, 2023 | Mar 12, 2024 (407 d) |
| Douglas Evan Greenberg | Cs Planning Corp independent RIA | Sb Advisory, LLC independent RIA | RIA to RIA | Jun 13, 2022 | Aug 19, 2022 (67 d) |
| Edward Charles Smith | Cs Planning Corp independent RIA | Valor Wealth Partners state registered | RIA to a state-registered adviser | Jun 1, 2022 | Apr 13, 2022 |
| Amanda Jane Lique | Cs Planning Corp independent RIA | Valor Wealth Partners state registered | RIA to a state-registered adviser | Jun 1, 2022 | Apr 13, 2022 |
| Mark Edward Mccomsey | Cs Planning Corp independent RIA | Illumine Investment Management, LLC no RAUM | RIA to a newly registered adviser | May 17, 2021 | Feb 9, 2021 |
| Ivan Jevremovic | Cs Planning Corp independent RIA | Illumine Investment Management, LLC no RAUM | RIA to a newly registered adviser | May 17, 2021 | Feb 9, 2021 |
| Dodd Marvel Disler | Cs Planning Corp independent RIA | Sagace Wealth Management independent RIA | RIA to RIA | Jun 10, 2020 | Apr 22, 2020 |
| Michael John Cannivet | Cs Planning Corp independent RIA | Silverlight Asset Management, LLC state registered | RIA to a state-registered adviser | Mar 30, 2020 | Apr 6, 2022 (737 d) |
| Christopher Phillip Covato | Cs Planning Corp independent RIA | Covato Capital Management, LLC state registered | RIA to a state-registered adviser | Dec 31, 2019 | Sep 15, 2021 (624 d) |
| Jason Lee Tafoya | Cs Planning Corp independent RIA | Harvest Capital Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2019 | Jan 21, 2019 |
| Michael Anthony Bristow | Cs Planning Corp independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Jul 2, 2019 | May 2, 2019 |
| Joseph Jing-Ting Lu | Cs Planning Corp independent RIA | Yosemite Capital Management independent RIA | RIA to RIA | Dec 20, 2018 | Feb 8, 2019 (50 d) |
| Scot Allen Thigpen | Cs Planning Corp independent RIA | Cwm, LLC independent RIA | RIA to RIA | May 10, 2018 | Apr 24, 2018 |
| Amy Therese Sharp | Cs Planning Corp other | Amy T. Sharp, CFP, LLC state registered | Other | Feb 7, 2017 | Feb 7, 2017 |
| Matthew Thomas Bloom-Krull | Cs Planning Corp other | Olympus Wealth Management, LLC no RAUM | Other | Feb 27, 2015 | Mar 2, 2015 |
| Scott Aikele Bird | Cs Planning Corp other | Olympus Wealth Management, LLC no RAUM | Other | Feb 27, 2015 | Feb 2, 2015 |
| Scott Stoddard Poelman | Cs Planning Corp other | Olympus Wealth Management, LLC no RAUM | Other | Feb 27, 2015 | Feb 2, 2015 |
| William Orlando Stone | Cs Planning Corp other | Efp Advisors other | Other | Apr 1, 2014 | Jan 10, 2014 |
| Travis Brandon Woods | Cs Planning Corp other | Efp Advisors other | Other | Apr 1, 2014 | Jan 9, 2014 |
| Christopher Michael Becks | Cs Planning Corp other | Raymond James Financial Services Advisors, Inc other | Other | Dec 2, 2013 | Dec 2, 2013 |
| Jason Keith Branning | Cs Planning Corp other | Asset Dedication, LLC other | Other | Apr 1, 2013 | Apr 4, 2013 |
| Douglas Max Mcdaniel | Cs Planning Corp other | Efp Advisors other | Other | Sep 17, 2012 | Sep 19, 2012 |
| Christopher James Register | Cs Planning Corp other | Efp Advisors other | Other | Jun 27, 2012 | Jul 5, 2012 |
Page 1 of 1
48 moves match.