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

CREATIVE PLANNING

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 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 7, 2017

First registration

Oct 1, 2019

Dual registered

no

Other names

Matthew McGraw|Matt McGraw|THOMAS M MCGRAW|THOMAS MCGRAW

IAPD individual key

6490713

• Occurred

  Dec 10, 2025
  Advisor changed firm

  Thomas Matthew Mcgraw left The Marshall Financial Group, Inc for Creative Planning (registered 2025-12-01)

  Form ADVobserved 5 days ago
• Occurred

  Feb 17, 2022
  Advisor changed firm

  Thomas Matthew Mcgraw left Vanguard Advisers, Inc. for The Marshall Financial Group, Inc (registered 2022-02-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05f3aef0-624a-fcaf-161d-5ef5b514b72f

First observed

Oct 1, 2019

Last observed

Sep 14, 2026 6 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.