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 Envision Financial Planning, 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 |
|---|---|---|---|---|---|
| Jacob Tyler Ryan | Wealthview Capital, LLC independent RIA | Envision Financial Planning, LLC independent RIA | RIA to RIA | May 4, 2026 | Jul 6, 2026 (63 d) |
| Grant Robert Hall | MML Investors Services, LLC BD affiliated | Envision Financial Planning, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Jul 31, 2024 |
| Britt Megan Myszka | Hill Investment Group independent RIA | Envision Financial Planning, LLC independent RIA | RIA to RIA | Jun 29, 2023 | Jul 28, 2023 |
| Stacey Stephenson Hyde | Commonwealth Financial Network national BD | Envision Financial Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2022 | Jun 24, 2022 |
| Clayton Joseph Chapman | Commonwealth Financial Network national BD | Envision Financial Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2022 | Jun 24, 2022 |
| Hugh Harold Parks | Commonwealth Financial Network national BD | Envision Financial Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2022 | Jun 24, 2022 |
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6 moves match.