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 Investment 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.

AdvisorFromToTypeLeftRegistered
Austin Gregory MillerWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 27, 2025Apr 3, 2025
Brent Allen MccuneWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 17, 2025May 1, 2025
Randall Scott CobleWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 16, 2025May 16, 2025
Zachary Scott LeedomOnedigital institutionalWealthplan Investment Management LLC independent RIAOtherMay 30, 2025May 1, 2025
Andrew Mason DintamanOnedigital institutionalWealthplan Investment Management LLC independent RIAOtherMay 30, 2025May 1, 2025
Dante Anthony SmithTriad Wealth Partners, LLC independent RIAWealthplan Investment Management LLC independent RIARIA to RIAApr 23, 2025May 14, 2025
Paul James PittmanWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIADec 16, 2024Dec 18, 2024
Jeremy Royal ArmagostWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 9, 2024Jul 31, 2024
James Ferrell ObrienWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJul 12, 2024Jul 12, 2024
Dillon Troy SchutteWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJul 12, 2024Jul 12, 2024
Christopher Maxime SheaWealthsource? independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 7, 2024Oct 15, 2024 (130 d)
Michael Patrick BrewerWealthsource? independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJan 9, 2024Jan 3, 2024
David Joseph RicchiniOrion Portfolio Solutions, LLC BD affiliatedWealthplan Investment Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2023Feb 7, 2023
Kevin Eugene O'MaraWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 23, 2022Aug 24, 2022
Wayne David WagnerWealthplan Partners independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 17, 2022Aug 22, 2022
Joshua Aaron MuellerSmart Wealth, LLC independent RIAWealthplan Investment Management LLC independent RIARIA to RIAJun 1, 2022Jun 3, 2022
Erik William OgardFortitude Advisory Group L.L.C. independent RIAWealthplan Investment Management LLC independent RIARIA to RIADec 1, 2021Jan 14, 2022 (44 d)
Landon Lee TroyerSequent Planning, LLC independent RIAWealthplan Investment Management LLC independent RIARIA to RIAOct 19, 2021Aug 16, 2023 (666 d)
Brent Thomas OmaraWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserOct 12, 2021Jan 4, 2021
Wade Cleve BehlenWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserOct 12, 2021Jan 4, 2021
Nicholas CodolaOrion Portfolio Solutions, LLC independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 3, 2021Aug 12, 2021
Jack Joseph HolmesWealthplan Partners independent RIAWealthplan Investment Management LLC no RAUMRIA to a newly registered adviserApr 23, 2021Jan 4, 2021
Dustin Mitchell DorhoutOrion Portfolio Solutions, LLC mixed wealthWealthplan Investment Management LLC independent RIARIA to RIAJul 5, 2019Jun 30, 2021 (726 d)
Michael Leo SheaWealthplan Partners otherWealthplan Investment Management LLC independent RIAOtherNov 30, 2015Nov 8, 2023 (2900 d)
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24 moves match.