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Advisor at CREATIVE PLANNING
Boca Raton, FL | 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 | May 12, 2026 | n/a | yes | OVERLAND PARK, KS|Boca Raton, FL | Current employment |
| Entrewealth | Independent wealth | Jan 26, 2026 | Feb 20, 2026 | no | AUSTIN, TX|Fort Lauderdale, FL | Previous registration |
| THURSTON SPRINGER ADVISORS | Bd affiliated wealth | Apr 23, 2024 | Mar 18, 2026 | no | INDIANAPOLIS, IN|Fort Lauderdale, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 10, 2022 | Jan 5, 2024 | no | BLOOMFIELD HILLS, MI|FORT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THURSTON SPRINGER ADVISORS | Entrewealth | Mar 18, 2026 | Jan 26, 2026 | -51 | Firm change after gap | Ibd to RIA |
| Entrewealth | CREATIVE PLANNING | Feb 20, 2026 | May 12, 2026 | 81 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | THURSTON SPRINGER ADVISORS | Jan 5, 2024 | Apr 23, 2024 | 109 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:299201:FL:2024-01-05 | Jan 5, 2024 | Apr 23, 2024 | FORT LAUDERDALE, FL | Firm change |