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 Life Planning Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen G Sanders | Edward Jones national BD | Life Planning Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2025 | Oct 14, 2025 |
| Brett Michael Lozowski | Truist Advisory Services, Inc. BD affiliated | Life Planning Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2023 | May 31, 2023 |
| Tanner Ray Merritt | Vanguard Advisers, Inc. BD affiliated | Life Planning Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2022 | Oct 18, 2024 (974 d) |
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3 moves match.