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 Capital Wealth Planning, 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
Matthew Thomas HamelCapital Wealth Planning, LLC independent RIASymmetry Partners independent RIARIA to RIAOct 10, 2025Oct 20, 2025
Joshua R JanssenCapital Wealth Planning, LLC independent RIALincoln Investment independent RIARIA to RIASep 4, 2025Oct 14, 2025 (40 d)
Curtis Michael WilliamsonCapital Wealth Planning, LLC independent RIAFisher Investments independent RIARIA to RIANov 26, 2024Nov 29, 2024
Adam Cole AronsonCapital Wealth Planning, LLC independent RIAAssetmark, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 9, 2024Jan 8, 2026 (639 d)
Paula Benge JewellCapital Wealth Planning, LLC independent RIAAviance Capital Partners LLC independent RIARIA to RIAJul 29, 2021Apr 6, 2023 (616 d)
Mackenzie C RickmanCapital Wealth Planning, LLC independent RIACapitalrock Financial, LLC independent RIARIA to RIADec 15, 2020Dec 5, 2017
Jeffrey David DziadziolaCapital Wealth Planning, LLC otherConcentrated Risk Solutions Inc. state registeredOtherJul 25, 2014Sep 5, 2014 (42 d)
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7 moves match.