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 Wealthplan Advisors, 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
Rick Lewis HortonWealthplan Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherFeb 7, 2023Mar 16, 2011
Scott Larry SchlappiWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 9, 2022
Todd Mathew SchlappiWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 9, 2022
Ciara Sharp HanrattyWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 16, 2022
Sonya SpagnolaWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Oct 18, 2022
Matthew Chad WillettWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Aug 10, 2022
Camryn Danielle HoltWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 2, 2023Aug 18, 2022
Ethan Roderick CooperWealthplan Advisors, LLC otherMission Wealth Management, LP independent RIAOtherMay 2, 2022May 24, 2022
Sally Marie JohnsonWealthplan Advisors, LLC otherLockton Investment Advisors, LLC institutionalOtherJan 23, 2019Sep 7, 2018
Anna Patricia DuarteWealthplan Advisors, LLC otherLockton Investment Advisors, LLC institutionalOtherJan 23, 2019Sep 7, 2018
Angela Marie MirrioneWealthplan Advisors, LLC otherGlobal Retirement Partners LLC otherOtherJan 28, 2016Jan 26, 2016
David Obadiah RichWealthplan Advisors, LLC otherVanguard Advisers, Inc. otherOtherMay 7, 2015Dec 2, 2015 (209 d)
Sean LunnyWealthplan Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJul 3, 2013Sep 28, 2009
Page 1 of 1
13 moves match.