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 Planning 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
Michael Anthony SollazzoCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 22, 2026
Lawrence Arthur HansenCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Michael Gray FrazierCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
John ChangCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Jason William MartinCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
John Joseph EdelenCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
James Fredric MccarthyCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Meredith Miriam RosenCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Justin AmitCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Michael Alan HarrisCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 26, 2026
Terry Kin ChiuCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Abraham GarciaCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Cameron Allen JamisonCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Anthony Bertuol OkunCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAJun 8, 2026Mar 4, 2026
John Thomas MooserCapital Planning Advisors LLC independent RIABluespring Wealth Management, LLC independent RIARIA to RIAJun 8, 2026May 20, 2026
Karin Tram LeCapital Planning Advisors LLC independent RIABedell Frazier Investment Counselling, LLC. independent RIARIA to RIAApr 6, 2026Mar 4, 2026
Matthew Maguire PageCapital Planning Advisors LLC otherTrue Wave Financial Planners independent RIAOtherSep 2, 2014Jan 24, 2025 (3797 d)
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17 moves match.