DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Planvision, LLC
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 |
|---|---|---|---|---|---|
| Ruth Chicca | Apricity Financial, LLC independent RIA | Planvision, LLC no RAUM | Other | Mar 25, 2026 | Aug 11, 2026 (139 d) |
| Jared Reinstein | Berkshire Money Management, Inc. independent RIA | Planvision, LLC no RAUM | Other | Apr 11, 2024 | May 8, 2024 |
| Salvatore John Ferrito | Osaic Wealth, Inc. BD affiliated | Planvision, LLC no RAUM | Other | Mar 29, 2024 | Apr 4, 2024 |
| Randal Warren Best | U.S. Bancorp Investments, Inc. BD affiliated | Planvision, LLC no RAUM | Other | Nov 10, 2023 | Apr 28, 2026 (900 d) |
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4 moves match.