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 Wealth Planning Advisors, 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 |
|---|---|---|---|---|---|
| Nicholas Thomas Goode | LPL Financial LLC BD affiliated | Center For Wealth Planning Advisors, Inc no RAUM | Other | Sep 8, 2025 | Jan 30, 2015 |
| Richard Henry Ohlrich | LPL Financial LLC BD affiliated | Center For Wealth Planning Advisors, Inc no RAUM | Other | Feb 4, 2022 | Jan 12, 2015 |
| Loyd Alan Timmons | Edward Jones national BD | Center For Wealth Planning Advisors, Inc other | Other | Jul 28, 2016 | Jul 27, 2016 |
| Jeffrey Alan Gasaway | Good Life Advisors, LLC other | Center For Wealth Planning Advisors, Inc other | Other | Apr 28, 2016 | Apr 28, 2016 |
| Jonathan J Mulder | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Center For Wealth Planning Advisors, Inc other | Other | Apr 18, 2016 | Apr 18, 2016 |
| Kirk Gregory Collins | Pruco Securities, LLC other | Center For Wealth Planning Advisors, Inc other | Other | Dec 17, 2015 | Dec 7, 2015 |
| Jason Thomas Coutcher | Fifth Third Securities, Inc. other | Center For Wealth Planning Advisors, Inc other | Other | Dec 7, 2015 | Dec 3, 2015 |
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7 moves match.