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 Plan A Wealth, 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 |
|---|---|---|---|---|---|
| Jonathan David Mcalister | Plan A Wealth, LLC independent RIA | Integrity Road Wealth Partners LLC independent RIA | RIA to RIA | Nov 28, 2025 | Dec 1, 2025 |
| Shane Foster | Plan A Wealth, LLC independent RIA | Victory Wealth Services, LLC state registered | RIA to a state-registered adviser | Jul 1, 2025 | Sep 30, 2025 (91 d) |
| Christian Duraine Classen | Plan A Wealth, LLC independent RIA | 402 Financial state registered | RIA to a state-registered adviser | Jul 8, 2024 | Jul 9, 2024 |
| Joseph Fowler | Plan A Wealth, LLC independent RIA | 402 Financial state registered | RIA to a state-registered adviser | Jul 8, 2024 | Jul 9, 2024 |
| Michael Andrew Krause | Plan A Wealth, LLC independent RIA | Teckmeyer Financial Services, L.L.C. state registered | RIA to a state-registered adviser | Jun 30, 2023 | Jul 12, 2023 |
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5 moves match.