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

Arrivals at Center For Financial Planning Inc

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
Mary Katherine SheahanRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2026Feb 25, 2026
Mallory Lynn HuntRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2026Feb 25, 2026
Jeanette Frances LopiccoloRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2026Feb 27, 2026
Michael Shane BrocavichRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2023Jun 10, 2021
Amanda Colleen ToiaRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc otherOtherJun 26, 2020Mar 14, 2012
Robert Lawrence IngramRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc otherOtherJun 26, 2020Feb 20, 2018
Nicholas George DefenthalerRaymond James Financial Services Advisors, Inc BD affiliatedCenter For Financial Planning Inc otherOtherJun 26, 2020Feb 14, 2017
Matthew Atanacio TrujilloOn Investment Management Co otherCenter For Financial Planning Inc otherOtherSep 20, 2012Feb 14, 2017 (1608 d)
Troy William WymanMercer Global Advisors Inc. otherCenter For Financial Planning Inc otherOtherAug 27, 2009Jul 2, 2010 (309 d)
Angela Sue PalaciosWells Fargo Advisors wirehouseCenter For Financial Planning Inc otherOtherAug 5, 2004Jul 2, 2010 (2157 d)
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10 moves match.