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 Leverage Planners Wealth Management, 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 |
|---|---|---|---|---|---|
| Victoria Hockenbury | Equitable Advisors, LLC national BD | Leverage Planners Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 1, 2026 | Aug 7, 2026 (37 d) |
| Sean Timothy Bolen | Edelman Financial Engines independent RIA | Leverage Planners Wealth Management, LLC state registered | RIA to a state-registered adviser | Feb 5, 2020 | May 13, 2020 (98 d) |
| David Wayne Donhoff | Leverage Planners unclassified | Leverage Planners Wealth Management, LLC state registered | Other | Dec 31, 2017 | Jun 28, 2017 |
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3 moves match.