This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ZACKS INTELLIGENCE LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 5, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Aug 5, 1982

First registration

Jun 24, 2003

Dual registered

no

Other names

MARCY SHEER

IAPD individual key

1052897

• Occurred

  May 15, 2026
  Advisor changed firm

  Marcy Sheer Burton left Creativeone Wealth, Llc for Zacks Intelligence Llc (registered 2026-04-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:050e6ed7-aeae-e505-4448-cf6e31df8088

First observed

Jun 24, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.