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 Highpoint Planning 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anton Prokopenko | Highpoint Planning Partners independent RIA | Sansone Cpa & Financial state registered | RIA to a state-registered adviser | Apr 9, 2026 | Apr 13, 2026 |
| Dory Ann Rodriguez | Highpoint Planning Partners independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Jan 16, 2025 | Jan 6, 2025 |
| Francis Michael Gutrich | Highpoint Planning Partners independent RIA | Apollon Financial, LLC independent RIA | RIA to RIA | Oct 2, 2024 | Oct 15, 2024 |
| William Daniel Kelleher | Highpoint Planning Partners independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Feb 5, 2024 |
| Brian Kelleher | Highpoint Planning Partners independent RIA | The Ameriflex Group BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Feb 5, 2024 |
| Kyle Leydens | Highpoint Planning Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 17, 2023 | Nov 15, 2023 |
| Bradley Andrew Schaffnit | Highpoint Planning Partners independent RIA | Apollon Financial, LLC no RAUM | RIA to a newly registered adviser | Oct 27, 2022 | Oct 14, 2022 |
| Maureen Bridget James | Highpoint Planning Partners independent RIA | Apollon Financial, LLC no RAUM | RIA to a newly registered adviser | Oct 21, 2022 | Oct 12, 2022 |
| Brandon Raymond Juodikis | Highpoint Planning Partners independent RIA | Brj Wealth Management unclassified | Other | Aug 18, 2022 | Oct 11, 2022 (54 d) |
| Terra Ann Jahns | Highpoint Planning Partners independent RIA | Global Retirement Partners LLC institutional | Other | Jul 22, 2022 | Jul 1, 2022 |
| Russell Lew Warye | Highpoint Planning Partners independent RIA | Global Retirement Partners LLC institutional | Other | Jul 5, 2022 | Jul 1, 2022 |
| Michael David Bellis | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 31, 2022 |
| Steven Paul Franzen | Highpoint Planning Partners independent RIA | Vertex Partners independent RIA | RIA to RIA | Apr 29, 2022 | Jun 1, 2022 (33 d) |
| Gregory Paul Benner | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 21, 2022 |
| Christopher Charles Huston | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 31, 2022 |
| Julie Ann Hupp | Highpoint Planning Partners independent RIA | Vertex Partners independent RIA | RIA to RIA | Apr 29, 2022 | May 13, 2022 |
| Tammy Talya Billadeau | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 31, 2022 |
| Justin John Dagostino | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 31, 2022 |
| Cynthia J Mittlestaedt | Highpoint Planning Partners independent RIA | Vertex Partners no RAUM | RIA to a newly registered adviser | Apr 29, 2022 | Mar 31, 2022 |
| Alan Richard Nadolna | Highpoint Planning Partners no RAUM | Cetera Investment Advisers LLC BD affiliated | Other | Nov 11, 2021 | May 2, 2025 (1268 d) |
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20 moves match.