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 National Planning Corporation ("Npc Of America" In Fl & Ny)

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
John Charles JohnsonNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMMoney Pickle no RAUMOtherJun 25, 2018May 18, 2023 (1788 d)
Dawn Renee HooverNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMConcorde Asset Management, LLC BD affiliatedOtherJun 25, 2018Mar 11, 2019 (259 d)
Wendy Tamie MartinezNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMF3logic, LLC independent RIAOtherJun 25, 2018Oct 1, 2019 (463 d)
Philip Eric WeisbachNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMInvest Financial Corporation otherOtherJun 25, 2018Mar 27, 2018
Adam Robert KatchNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMInvest Financial Corporation otherOtherJun 25, 2018Feb 27, 2018
Patricia Rutherford MccallopNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMCetera Investment Advisers LLC BD affiliatedOtherJun 25, 2018Jun 29, 2023 (1830 d)
Christopher Thomas WellsNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMCharles Schwab & Co., Inc. national BDOtherJun 25, 2018Feb 11, 2019 (231 d)
Daniel Eugene WrightNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJun 4, 2018Dec 9, 2021 (1284 d)
Andrew John MaertzNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMNicolet Wealth Management independent RIAOtherApr 24, 2018Jan 8, 2019 (259 d)
Jonathan Richard PearnNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMAdvice And Planning Services BD affiliatedOtherApr 23, 2018Jul 7, 2026 (2997 d)
Rachael Elyse ElkenNational Planning Corporation ("Npc Of America" In Fl & Ny) no RAUMGlobal Financial Private Capital, Inc. BD affiliatedOtherApr 23, 2018Jun 22, 2018 (60 d)
Allan Reyes AvenaNational Planning Corporation ("Npc Of America" In Fl & Ny) otherEnvestnet Pmc independent RIAOtherMar 19, 2018Jan 1, 2025 (2480 d)
Kelly Lynn BaumanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Advisors LLC otherOtherFeb 26, 2018Mar 12, 2018
Robert Loren DowningNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Advisor Networks LLC BD affiliatedOtherFeb 21, 2018Aug 21, 2018 (181 d)
Matthew Ray BottNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCreativeone Securities, LLC BD affiliatedOtherFeb 21, 2018Jan 1, 2025 (2506 d)
Frank Albert HaynNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAssetmark, Inc. BD affiliatedOtherFeb 21, 2018May 4, 2022 (1533 d)
Alfredo GomezNational Planning Corporation ("Npc Of America" In Fl & Ny) otherSagepoint Financial, Inc. BD affiliatedOtherFeb 21, 2018Jan 3, 2020 (681 d)
John Joseph ShanleyNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCharles Schwab & Co., Inc. national BDOtherFeb 21, 2018Apr 2, 2019 (405 d)
Troy Philip TannenholzNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOsaic Institutions, Inc. otherOtherFeb 20, 2018Feb 27, 2018
John Stephen MccormickNational Planning Corporation ("Npc Of America" In Fl & Ny) otherEp Wealth Advisors independent RIAOtherFeb 13, 2018Jun 24, 2022 (1592 d)
Cynthia Denise StarksNational Planning Corporation ("Npc Of America" In Fl & Ny) otherNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 13, 2018Jan 31, 2020 (717 d)
Jennifer Joyce-Viloria SerranoNational Planning Corporation ("Npc Of America" In Fl & Ny) otherU.S. Bancorp Advisors, LLC BD affiliatedOtherFeb 13, 2018Jun 26, 2018 (133 d)
Clarissa PesqueiraNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Investment Advisers LLC BD affiliatedOtherFeb 13, 2018Jun 29, 2023 (1962 d)
Elizabeth Marie BucklyNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAssetmark, Inc. BD affiliatedOtherFeb 13, 2018Nov 29, 2018 (289 d)
Jesus Lopez-CastanedaNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWestern International Securities otherOtherFeb 13, 2018Feb 14, 2018
Valery VelaNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Advisor Networks LLC BD affiliatedOtherFeb 13, 2018May 4, 2018 (80 d)
Veronica KuznetsovNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLPL Financial LLC independent RIAOtherFeb 8, 2018Apr 11, 2018 (62 d)
Stephanie Rose MullenaxNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLPL Financial LLC BD affiliatedOtherJan 10, 2018Sep 13, 2023 (2072 d)
Efrain SanchezNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Investment Advisers LLC otherOtherJan 2, 2018Jan 19, 2018
Rodney J ViloriaNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWestern International Securities independent RIAOtherJan 2, 2018Aug 19, 2019 (594 d)
Clifton Cass MortonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Advisor Networks LLC otherOtherJan 2, 2018Jan 18, 2018
Cary Michael MargolisNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWestern International Securities otherOtherJan 2, 2018Mar 13, 2018 (70 d)
Kristy Ann GreenNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAdvice And Planning Services BD affiliatedOtherJan 2, 2018Dec 3, 2019 (700 d)
Lashon Nicole MathisNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLPL Financial LLC independent RIAOtherJan 2, 2018Mar 20, 2018 (77 d)
David Michael LiuNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWells Fargo Advisors wirehouseOtherJan 2, 2018Jun 4, 2018 (153 d)
Jeffery T GreenleafNational Planning Corporation ("Npc Of America" In Fl & Ny) otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 2, 2018May 30, 2018 (148 d)
Rory Dean MillerNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLPL Financial LLC independent RIAOtherJan 2, 2018Apr 5, 2018 (93 d)
Chaundra Kay StrakerNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCetera Advisor Networks LLC otherOtherJan 2, 2018Mar 23, 2018 (80 d)
Jeffrey HenningsNational Planning Corporation ("Npc Of America" In Fl & Ny) otherRBC Securities, Inc. independent RIAOtherJan 2, 2018Mar 1, 2018 (58 d)
Julia M SinclairNational Planning Corporation ("Npc Of America" In Fl & Ny) otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 2, 2018Mar 6, 2018 (63 d)
Mark Richard LerfaldNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFuture Planning Systems, Inc. unclassifiedOtherDec 6, 2017Nov 28, 2011
Jeff Kent RossNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIht Wealth Management LLC independent RIAOtherDec 6, 2017Jul 6, 2020 (943 d)
Jeffrey Ralph MotskeNational Planning Corporation ("Npc Of America" In Fl & Ny) otherTrilogy Capital, Inc. no RAUMOtherDec 6, 2017Nov 23, 2015
Howard Robert PinsonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 6, 2017Oct 3, 2023 (2127 d)
Jean Tobin RiordanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLexco Wealth Management, Inc. unclassifiedOtherDec 6, 2017Nov 13, 2007
Christopher Paul JordanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLexco Wealth Management, Inc. unclassifiedOtherDec 6, 2017Mar 8, 2006
Kimberly Jo SafoyanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherThe Wealth Consulting Group independent RIAOtherDec 6, 2017Jul 10, 2018 (216 d)
Jayne Marie P. SullivanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherValley Wealth Strategies unclassifiedOtherDec 6, 2017May 16, 2017
Rik James Henrik SaylorNational Planning Corporation ("Npc Of America" In Fl & Ny) otherRik Saylor Financial, Inc. independent RIAOtherDec 6, 2017Feb 22, 2013
Glenn Kevin RoseNational Planning Corporation ("Npc Of America" In Fl & Ny) otherTrilogy Capital, Inc. no RAUMOtherDec 6, 2017Nov 23, 2015
Kimberly Anne KruegerNational Planning Corporation ("Npc Of America" In Fl & Ny) otherKrueger Financial state registeredOtherDec 6, 2017Jul 25, 2012
Joshua Christian SchefersNational Planning Corporation ("Npc Of America" In Fl & Ny) otherValley Wealth Strategies unclassifiedOtherDec 6, 2017May 16, 2017
Eric Thomas HambergNational Planning Corporation ("Npc Of America" In Fl & Ny) otherRik Saylor Financial, Inc. independent RIAOtherDec 6, 2017Feb 22, 2013
Christopher Edward MolonyNational Planning Corporation ("Npc Of America" In Fl & Ny) otherTrilogy Capital, Inc. no RAUMOtherDec 6, 2017Dec 1, 2015
Gary Alan KleinNational Planning Corporation ("Npc Of America" In Fl & Ny) otherTrilogy Capital, Inc. no RAUMOtherDec 6, 2017Dec 1, 2015
Neil Philip ManningNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 6, 2017Feb 18, 2026 (2996 d)
Richard Elliott CloughNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 5, 2017Sep 13, 2023 (2108 d)
Timothy Moore CreechNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIndependent Advisor Alliance, LLC independent RIAOtherDec 5, 2017Nov 30, 2023 (2186 d)
Daniel TrivisonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFund Advisors Of America Inc otherOtherDec 5, 2017Feb 24, 2005
Kevin Michael FuerstNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFuerst Financial Group, Inc. independent RIAOtherDec 5, 2017Mar 16, 2009
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1,293 moves match.