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 Leverage Planners Wealth Management, 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 |
|---|---|---|---|---|---|
| Brian Gery | Leverage Planners Wealth Management, LLC state registered | Buck Wealth Strategies, LLC independent RIA | Other | Sep 9, 2026 | Jul 14, 2026 |
| Brandon Paul Accardo | Leverage Planners Wealth Management, LLC state registered | Spg Advisors LLC independent RIA | Other | Feb 23, 2026 | Feb 23, 2026 |
| Sean Timothy Bolen | Leverage Planners Wealth Management, LLC state registered | Simplicity Wealth other | Other | Sep 25, 2024 | Oct 8, 2024 |
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3 moves match.