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

Jun 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

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 15, 2015

First registration

Oct 30, 2019

Dual registered

no

Other names

BILL GREGORY WHITTAKER|WILLIAM GREGORY WHITTAKER, JR.

IAPD individual key

6548327

• Occurred

  Mar 10, 2026
  Advisor changed firm

  William Gregory Whittaker Jr. left Aprio Wealth Management, Llc for Creative Planning (registered 2026-05-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5a15cd6b-17c7-aeb2-7340-d2f24447fda0

First observed

Oct 30, 2019

Last observed

Sep 14, 2026 5 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.