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

Mar 3, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom 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

S65|S66

First exam

Mar 3, 2005

First registration

Mar 7, 2005

Dual registered

no

Other names

NEIL A. DAVIES

IAPD individual key

4868215

• Occurred

  Dec 10, 2025
  Advisor changed firm

  Neil Anthony Davies left Cap Strat for Creative Planning (registered 2026-02-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e4ecce8-9507-a608-444c-37c6042856d3

First observed

Mar 7, 2005

Last observed

Sep 15, 2026 4 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.