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 Wealthplan Partners

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
Tad Allen SingerWealthplan Partners independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2026Apr 1, 2026
Kimberly Ann StollWealthplan Partners independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAAug 8, 2025Aug 1, 2025
Anthony James StollWealthplan Partners independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAAug 8, 2025Aug 1, 2025
Austin Gregory MillerWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 27, 2025Apr 3, 2025
Brent Allen MccuneWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 17, 2025May 1, 2025
Randall Scott CobleWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 16, 2025May 16, 2025
Paul James PittmanWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIADec 16, 2024Dec 18, 2024
Jessica Lynn RauschWealthplan Partners independent RIAMorgan Stanley wirehouseRIA to wirehouseSep 17, 2024Sep 18, 2024
Thomas Michael HamiltonWealthplan Partners independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2024May 3, 2024
Jeremy Royal ArmagostWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 9, 2024Jul 31, 2024
James Ferrell ObrienWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJul 12, 2024Jul 12, 2024
Dillon Troy SchutteWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJul 12, 2024Jul 12, 2024
Tron David WelchWealthplan Partners independent RIAWelch Financial Planning, LLC no RAUMRIA to a newly registered adviserMar 1, 2024Feb 29, 2024
Lisa Ann CowanWealthplan Partners independent RIAWelch Financial Planning, LLC no RAUMRIA to a newly registered adviserMar 1, 2024Feb 27, 2024
Scott Michael CuykendallWealthplan Partners independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJul 3, 2023Jul 6, 2023
Shawn Gerald HanquistWealthplan Partners independent RIAPlan Group Financial, Inc. independent RIARIA to RIAJun 30, 2023Jun 14, 2023
Rachel Lynn YostWealthplan Partners independent RIANext Financial Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2023Jun 29, 2023
Amy Nuttall ZwaanWealthplan Partners independent RIALPL Financial LLC independent RIARIA to RIADec 9, 2022Nov 14, 2022
Tod Michael MasinWealthplan Partners independent RIALPL Financial LLC independent RIARIA to RIASep 30, 2022Oct 3, 2022
William Dean MiskoWealthplan Partners independent RIALPL Financial LLC independent RIARIA to RIASep 30, 2022Oct 3, 2022
Deanna Rose WeidnerWealthplan Partners independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 19, 2022Aug 29, 2022
Kevin Eugene O'MaraWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 23, 2022Aug 24, 2022
Wayne David WagnerWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 17, 2022Aug 22, 2022
Brenda Leann AndersonWealthplan Partners independent RIABridges Investment Management Inc independent RIARIA to RIADec 21, 2021Aug 3, 2020
Brent Thomas OmaraWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserOct 12, 2021Jan 4, 2021
Wade Cleve BehlenWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserOct 12, 2021Jan 4, 2021
Jack Joseph HolmesWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserApr 23, 2021Jan 4, 2021
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27 moves match.