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 S.E.E.D. Planning 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Frederick Gene Costantino | S.E.E.D. Planning Group, LLC independent RIA | Imperative Wealth Planning state registered | RIA to a state-registered adviser | Jan 16, 2026 | Jul 24, 2026 (189 d) |
| Nathan Ryan Miller | S.E.E.D. Planning Group, LLC independent RIA | Rather & Kittrell, Inc. independent RIA | RIA to RIA | Oct 22, 2025 | Mar 2, 2026 (131 d) |
| Daniel Joseph D'Andreano | S.E.E.D. Planning Group, LLC independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 22, 2022 | Jan 4, 2023 |
Page 1 of 1
3 moves match.