DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVE PLANNING
CHARLOTTE, NC | OVERLAND PARK, KS
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 |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | Independent wealth | Apr 30, 2021 | n/a | yes | OVERLAND PARK, KS|CHARLOTTE, NC | Current employment |
| SBSB FINANCIAL ADVISORS | Former SEC adviser | Apr 27, 2020 | Apr 13, 2021 | no | MCLEAN, VA | Previous registration |
| Wealthcrossing | Independent wealth | Sep 27, 2017 | Apr 15, 2020 | no | RICHMOND, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 18, 2015 | Aug 21, 2017 | no | SOUTH JORDAN, UT|Washington, DC|RESTON, VA|RESTON, VA|Mclean, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SBSB FINANCIAL ADVISORS | CREATIVE PLANNING | Apr 13, 2021 | Apr 30, 2021 | 17 | Firm change | RIA to RIA |
| Wealthcrossing | SBSB FINANCIAL ADVISORS | Apr 15, 2020 | Apr 27, 2020 | 12 | Firm change | RIA to RIA |
| MORGAN STANLEY | Wealthcrossing | Aug 21, 2017 | Sep 27, 2017 | 37 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109732:105348:VA:2021-04-13 | Apr 13, 2021 | Apr 30, 2021 | MCLEAN, VA | Firm change |