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 Wealthplan Partners
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 |
|---|---|---|---|---|---|
| Langston Washington | Orion Portfolio Solutions, LLC BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2025 | Jun 26, 2025 |
| Adam Bruce Carter | Lpf Advisors, LLC independent RIA | Wealthplan Partners independent RIA | RIA to RIA | Apr 15, 2025 | Apr 18, 2025 |
| Aaron Timothy Winters | Osaic Wealth, Inc. BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Nov 26, 2025 (238 d) |
| Andrew Pierce Large | Osaic Advisory Services, LLC BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Aug 26, 2025 (146 d) |
| Louis Paul Thomas Brunning | Securities America Advisors, Inc. BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Apr 19, 2024 |
| Blake Robert Lynch | Cetera Investment Advisers LLC BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 7, 2024 | Apr 25, 2024 (78 d) |
| David D Peterson | Cetera Investment Advisers LLC BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2023 | Oct 2, 2023 |
| B. David Goldstein | Western International Securities BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2022 | Jun 30, 2022 |
| Deanna Rose Weidner | Ae Wealth Management, LLC BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2022 | May 26, 2022 (42 d) |
| Scott Michael Cuykendall | Td Ameritrade Investment Management, LLC independent RIA | Wealthplan Partners independent RIA | RIA to RIA | Jan 11, 2021 | Aug 1, 2022 (567 d) |
| Michael Prestifilippo | Fidelity Personal And Workplace Advisors BD affiliated | Wealthplan Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2020 | Jun 23, 2020 |
| Tad Allen Singer | Allen Capital Group, LLC independent RIA | Wealthplan Partners independent RIA | RIA to RIA | Feb 11, 2020 | Feb 13, 2020 |
Page 1 of 1
12 moves match.