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RIA / WealthAdvisor14 years in industry

STEVEN PATRICK MAHER

Advisor at COOL CREEK FINANCIAL

LANCASTER, PA

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Search this name across graphsid dfx:ria:6d858fcd-2b0d-dcca-a751-ac4c0b5dd356

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COOL CREEK FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Jun 24, 2013
First registration: Jul 14, 2014
Dual registered: no
Other names: STEVEN P MAHER
IAPD individual key: 6094987

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COOL CREEK FINANCIAL	State registered	Sep 26, 2022	n/a	yes	LANCASTER, PA	Current employment
DOMANI WEALTH, LLC	Former SEC adviser	Dec 7, 2019	Aug 22, 2022	no	LANCASTER, PA	Previous registration
EHD ADVISORY SERVICES, INC.	Former SEC adviser	Nov 10, 2015	Dec 6, 2019	no	LANCASTER, PA	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Sep 23, 2014	Dec 6, 2019	no	LANCASTER, PA\|SAN RAFAEL, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jul 14, 2014	Dec 3, 2014	no	SAN RAFAEL, CA\|LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DOMANI WEALTH, LLC	COOL CREEK FINANCIAL	Aug 22, 2022	Sep 26, 2022	35	Firm change	RIA to state RIA
EHD ADVISORY SERVICES, INC.	DOMANI WEALTH, LLC	Dec 6, 2019	Dec 7, 2019	1	Firm change	RIA to RIA
GLOBAL RETIREMENT PARTNERS LLC	EHD ADVISORY SERVICES, INC.	Dec 6, 2019	Nov 10, 2015	-1,487	Firm change after gap	Other
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Dec 3, 2014	Sep 23, 2014	-71	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
127155:174303:PA:2019-12-06	Dec 6, 2019	Dec 7, 2019	LANCASTER, PA	Firm change

Relationships

Registered with (5)

→ COOL CREEK FINANCIALRegistered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ DOMANI WEALTH, LLCRegistered adviserregistration: previous registration
Dec 7, 2019 to Aug 22, 2022factForm ADV
→ EHD ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 10, 2015 to Dec 6, 2019factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Sep 23, 2014 to Dec 6, 2019factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jul 14, 2014 to Dec 3, 2014factForm ADV

Dated events

Occurred
Aug 22, 2022
Advisor changed firm
Steven Patrick Maher left Domani Wealth, Llc for Cool Creek Financial (registered 2022-09-26)
Form ADVobserved 4 days ago