DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INSPIRE ADVISORS, LLC
MERIDIAN, ID | Dublin, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | Nov 2, 2021 | n/a | yes | Dublin, OH|MERIDIAN, ID | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Nov 1, 2018 | Nov 23, 2021 | no | COLUMBUS, OH | Previous registration |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Jan 14, 2014 | Nov 1, 2018 | no | COLUMBUS, OH|FAIRFAX, VA | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jan 2, 2009 | Dec 31, 2013 | no | COLUMBUS, OH|COLUMBUS, OH|COLUMSUB, OH|KOKOMO, IN|BLACKLICK, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 7, 2005 | Dec 3, 2008 | no | BLACKLICK, OH|BLACKLICK, OH | Previous registration |
| REGIS ASSET MANAGEMENT LLC | n/a | Feb 4, 2004 | Jul 6, 2005 | no | SUNBURY, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | INSPIRE ADVISORS, LLC | Nov 23, 2021 | Nov 2, 2021 | -21 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Nov 1, 2018 | Nov 1, 2018 | 0 | Bulk transfer | Ibd to RIA |
| CREATIVE FINANCIAL DESIGNS, INC. | EDELMAN FINANCIAL SERVICES, LLC | Dec 31, 2013 | Jan 14, 2014 | 14 | Firm change | Other |
| LPL FINANCIAL LLC | CREATIVE FINANCIAL DESIGNS, INC. | Dec 3, 2008 | Jan 2, 2009 | 30 | Firm change | Other |
| REGIS ASSET MANAGEMENT LLC | LPL FINANCIAL LLC | Jul 6, 2005 | Jul 7, 2005 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104510:300279:OH:2021-11-23 | Nov 23, 2021 | Nov 2, 2021 | COLUMBUS, OH | Firm change |