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 Lifeplan Group
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 |
|---|---|---|---|---|---|
| Brooks Russell Nichols | Strategic Advisers LLC national BD | Lifeplan Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2025 | Jan 29, 2026 (167 d) |
| Ryan David Wahlers | Osaic Wealth, Inc. BD affiliated | Lifeplan Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2025 | Feb 25, 2026 (400 d) |
| Robert Scott Wilson | Td Ameritrade, Inc. no RAUM | Lifeplan Group independent RIA | Other | Sep 27, 2022 | Oct 5, 2022 |
| Jenny Rebecca Elstein | Prospera Financial Services, Inc. other | Lifeplan Group independent RIA | Other | Jul 13, 2017 | Sep 13, 2017 (62 d) |
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4 moves match.