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RIA / WealthAdvisor23 years in industry

CREG V SHAFFER

Advisor at MOMENTUM CAPITAL MANAGEMENT

RENO, NV

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Search this name across graphsid dfx:ria:81a20aa8-1d3b-83cd-1e49-82afee149c4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 12, 2010 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: MOMENTUM CAPITAL MANAGEMENT
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: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Mar 4, 2006
First registration: Oct 12, 2010
Dual registered: no
Other names: CREG SHAFFER
IAPD individual key: 5070346

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
MOMENTUM CAPITAL MANAGEMENT	State registered	Mar 4, 2026	n/a	yes	RENO, NV	Current employment
THE INSTITUTE	Independent wealth	Jan 29, 2018	Mar 30, 2026	no	Reno, NV\|DENVER, CO	Previous registration
THE INSTITUTE	Independent wealth	Jun 16, 2017	Dec 31, 2017	no	RENO, NV\|DENVER, CO	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Feb 20, 2013	Jul 10, 2017	no	RENO, NV\|SAN JOSE, CA	Previous registration
RESOURCE INVESTMENT ARCHITECTS, INC.	Former SEC adviser	Oct 12, 2010	Feb 21, 2013	no	PETALUMA, CA	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
THE INSTITUTE	MOMENTUM CAPITAL MANAGEMENT	Mar 30, 2026	Mar 4, 2026	-26	Firm change	RIA to state RIA
CONCERT WEALTH MANAGEMENT	THE INSTITUTE	Jul 10, 2017	Jun 16, 2017	-24	Firm change	Other
RESOURCE INVESTMENT ARCHITECTS, INC.	CONCERT WEALTH MANAGEMENT	Feb 21, 2013	Feb 20, 2013	-1	Firm change	Other

Relationships

Registered with (4)

→ MOMENTUM CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Mar 4, 2026 to presentfactForm ADV
→ THE INSTITUTERegistered adviserregistration: previous registration
Jan 29, 2018 to Mar 30, 2026factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 20, 2013 to Jul 10, 2017factForm ADV
→ RESOURCE INVESTMENT ARCHITECTS, INC.Registered adviserregistration: previous registration
Oct 12, 2010 to Feb 21, 2013factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
Creg V Shaffer left The Institute for Momentum Capital Management (registered 2026-03-04)
Form ADVobserved 4 days ago