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 Solutions Group, 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
Donald HannahsPlanning Solutions Group, LLC independent RIATriad Advisors, LLC otherOtherSep 10, 2019Aug 2, 2011
William CannonPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Aug 4, 2025 (2155 d)
Robert Hayes CarsonPlanning Solutions Group, LLC independent RIATriad Advisors, LLC otherOtherSep 10, 2019Jan 30, 2014
Lauren Gail GretchenPlanning Solutions Group, LLC independent RIAAbundance Wealth Counselors, LLC independent RIARIA to RIASep 10, 2019Mar 9, 2020 (181 d)
Kathleen NolanPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 24, 2019
Jonathan Victor GiordaniPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 26, 2019
Jonathan Luther WieneckePlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 25, 2019
Brian KuhnPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 24, 2019
Christopher Tyler ThomasPlanning Solutions Group, LLC independent RIATriad Advisors, LLC otherOtherSep 10, 2019Feb 26, 2014
Heather Donhauser CaliannoPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 23, 2019
Jared KnowlesPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jan 1, 2025 (1940 d)
Christophe Marie Pascal DionotPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 23, 2019
Alexander CochranPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 23, 2019
Joseph EvansPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 31, 2019
Melinda BoydPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 23, 2019
Daniel DupuyPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Jul 23, 2019
Scott Michael GomsakPlanning Solutions Group, LLC independent RIAOsaic Fa, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 25, 2019Jul 19, 2019
Robert Brett HewittPlanning Solutions Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 24, 2019Jul 24, 2019
Caitlin Elizabeth DouglasPlanning Solutions Group, LLC independent RIADynasty Wealth Management, LLC asset managerOtherNov 26, 2018Jun 5, 2020 (557 d)
Jessica Katherine Nyce ParkerPlanning Solutions Group, LLC independent RIAWms Partners, LLC independent RIARIA to RIAAug 30, 2018Nov 2, 2018 (64 d)
Steven Hillard SternPlanning Solutions Group, LLC independent RIAAbel Financial Management Co. independent RIARIA to RIAJun 12, 2018Jun 20, 2018
Vincenzo FragomeniPlanning Solutions Group, LLC otherTriad Advisors, LLC otherOtherNov 15, 2017Feb 18, 2015
Hugh Joseph BreslinPlanning Solutions Group, LLC otherTriad Advisors, LLC otherOtherAug 3, 2016Jan 24, 2014
Joshua Rittenhouse FretzPlanning Solutions Group, LLC otherBb&T Investment Services, Inc. no RAUMOtherMar 9, 2015Apr 14, 2014
Nicholas Anthony IbelloPlanning Solutions Group, LLC otherCommonwealth Financial Network national BDOtherJan 7, 2015Feb 20, 2015 (44 d)
Gregory Paul ArmstrongPlanning Solutions Group, LLC otherArmstrong Dixon no RAUMOtherAug 26, 2013Aug 19, 2013
Richard Joseph OsikowiczPlanning Solutions Group, LLC otherPnc Capital Advisors LLC otherOtherJun 21, 2013Dec 3, 2013 (165 d)
Thad Joseph IsmartPlanning Solutions Group, LLC otherBaltimore-Washington Financial Advisors otherOtherFeb 15, 2013Feb 25, 2013
Shana R IcePlanning Solutions Group, LLC otherMorgan Stanley wirehouseOtherSep 25, 2012Oct 2, 2012
Page 1 of 1
29 moves match.