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 Learnvest Planning Services, 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
Natalie Ann TaylorLearnvest Planning Services, LLC no RAUMEllevest independent RIAOtherJun 11, 2018Nov 16, 2018 (158 d)
Jonathan VanderwerffLearnvest Planning Services, LLC no RAUMCharles Schwab & Co., Inc. national BDOtherJun 11, 2018Sep 25, 2025 (2663 d)
Joan Lynn StoddardLearnvest Planning Services, LLC no RAUMBancwest Investment Services, Inc. (Bwis) BD affiliatedOtherJun 11, 2018Aug 29, 2019 (444 d)
Santiago Philippe WorkmanLearnvest Planning Services, LLC no RAUMFisher Investments independent RIAOtherJun 11, 2018Nov 13, 2018 (155 d)
Enpo TuLearnvest Planning Services, LLC no RAUMMy Financial Coach Planning, LLC state registeredOtherJun 11, 2018Mar 6, 2020 (634 d)
Stanley Eugene PoormanLearnvest Planning Services, LLC no RAUMPrincipal Advised Services no RAUMOtherJun 7, 2018Dec 14, 2018 (190 d)
Dominick Lawrence DeangelisLearnvest Planning Services, LLC no RAUMCharles Schwab & Co., Inc. national BDOtherJun 7, 2018Jan 5, 2021 (943 d)
Beau D'AgostinoLearnvest Planning Services, LLC no RAUMDomain Money Advisors, LLC independent RIAOtherJun 7, 2018Jun 12, 2026 (2927 d)
Christopher Stephen PimpoLearnvest Planning Services, LLC no RAUMVanguard Advisers, Inc. BD affiliatedOtherJun 7, 2018Nov 13, 2018 (159 d)
Cameron David EnriquezLearnvest Planning Services, LLC no RAUMMission Wealth Management, LP independent RIAOtherJun 7, 2018Dec 23, 2024 (2391 d)
Nicholas Anthony ParisiLearnvest Planning Services, LLC no RAUMTotal Investment Management, Inc. independent RIAOtherJun 7, 2018Apr 8, 2019 (305 d)
James Robert HargraveLearnvest Planning Services, LLC no RAUMPillar Financial Planning state registeredOtherJun 7, 2018May 29, 2025 (2548 d)
Alexi Amber Ashley Gilmore-ManookianLearnvest Planning Services, LLC no RAUMYour Richest Life state registeredOtherJun 7, 2018Mar 15, 2019 (281 d)
James Andrew MurphyLearnvest Planning Services, LLC no RAUMDentist Advisors independent RIAOtherJun 7, 2018Aug 31, 2020 (816 d)
Cynthia Christine HallLearnvest Planning Services, LLC no RAUMThe Goodland Group state registeredOtherJun 7, 2018Sep 17, 2021 (1198 d)
Sean M GriffethLearnvest Planning Services, LLC no RAUMDentist Advisors independent RIAOtherJun 7, 2018Mar 21, 2025 (2479 d)
Matthew James GraffagninoLearnvest Planning Services, LLC no RAUMAlpha Fiduciary otherOtherFeb 22, 2018Jul 26, 2016
Dillon Pryor FergusonLearnvest Planning Services, LLC no RAUMForward Wealth state registeredOtherFeb 22, 2018May 8, 2026 (2997 d)
Joseph Conklin ShureLearnvest Planning Services, LLC no RAUMConklin Shure Financial state registeredOtherOct 23, 2017Jan 19, 2022 (1549 d)
Maria Irene GagneLearnvest Planning Services, LLC no RAUMEdelman Financial Engines independent RIAOtherJun 7, 2017Jan 15, 2025 (2779 d)
Matt Scott ShermanLearnvest Planning Services, LLC no RAUMVanguard Advisers, Inc. otherOtherApr 3, 2017Apr 6, 2017
Alexander Parkinson CallLearnvest Planning Services, LLC no RAUMDrive Wealth Advisers independent RIAOtherApr 3, 2017Apr 21, 2017
Rachel Jean Brown LawrenceLearnvest Planning Services, LLC no RAUMEllevest independent RIAOtherDec 5, 2016May 15, 2018 (526 d)
Michael John MartinLearnvest Planning Services, LLC no RAUMCharles Schwab & Co., Inc. national BDOtherDec 5, 2016Jan 3, 2017
James RussellLearnvest Planning Services, LLC no RAUMFlorida Financial Advisors, LLC BD affiliatedOtherSep 1, 2015Apr 21, 2025 (3520 d)
Lauren Michelle PodnosLearnvest Planning Services, LLC no RAUMAdvice And Planning Services otherOtherJul 20, 2015Sep 14, 2016 (422 d)
Katie Ward BrewerLearnvest Planning Services, LLC no RAUMYour Richest Life state registeredOtherMar 19, 2014Jul 18, 2014 (121 d)
Samantha Craig VientLearnvest Planning Services, LLC no RAUMOrigin Investment Advisory LLC no RAUMOtherJun 24, 2013Feb 12, 2021 (2790 d)
Sophia Bera DaigleLearnvest Planning Services, LLC no RAUMGen Y Planning state registeredOtherMay 24, 2013Apr 3, 2014 (314 d)
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29 moves match.