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 Capasso Planning Partners 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 |
|---|---|---|---|---|---|
| George Philp Ramsay | Capasso Planning Partners LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2025 | Jul 16, 2024 |
| Andrew Keith Hendricks | Capasso Planning Partners LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | Jul 16, 2024 |
| William Stark Mcneer | Capasso Planning Partners LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 8, 2025 | Jul 16, 2024 |
| Kirk A Matenaer | Capasso Planning Partners LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 8, 2025 | Jul 16, 2024 |
| Daniel Patrick Callahan | Capasso Planning Partners LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2024 | Jul 16, 2024 |
| Dawuanta Do'Juor Northern | Capasso Planning Partners LLC independent RIA | Fiducient Advisors LLC mixed wealth | RIA to RIA | Aug 26, 2024 | Sep 6, 2024 |
| Angel Gilberto Escobedo | Capasso Planning Partners LLC independent RIA | Origin Investment Advisory LLC no RAUM | Other | May 13, 2024 | Jan 10, 2022 |
| Stacy L Chretien | Capasso Planning Partners LLC independent RIA | Destination Wealth Management independent RIA | RIA to RIA | Jan 26, 2023 | Feb 2, 2023 |
| Graham Patterson Versaw | Capasso Planning Partners LLC independent RIA | Range Advisory, LLC no RAUM | RIA to a newly registered adviser | Oct 15, 2022 | Oct 14, 2022 |
| Daniel James Goldstein | Capasso Planning Partners LLC independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Mar 20, 2022 | Mar 4, 2022 |
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10 moves match.