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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom 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|Chartered Financial Analyst

Exams

S65

First exam

Jul 9, 2015

First registration

Aug 4, 2015

Dual registered

no

IAPD individual key

6103241

• Occurred

  Apr 28, 2026
  Advisor changed firm

  David Rafael Garcia left Hightower Advisors, Llc for Creative Planning (registered 2026-04-30)

  Form ADVobserved 6 days ago
• Occurred

  Jun 30, 2022
  Advisor changed firm

  David Rafael Garcia left Farr Miller & Washington Llc for Hightower Advisors, Llc (registered 2021-12-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1369bb74-422c-5583-965b-283c72f16650

First observed

Aug 4, 2015

Last observed

Sep 14, 2026 7 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.