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 INSTITUTIONAL ADVISORS, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 3, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

5

Exams

S63|S65

First exam

Jun 3, 1997

First registration

Jun 26, 2003

Dual registered

no

Other names

AMY L DOCKWEILER|AMY LYNN DOCKWEILER

IAPD individual key

2762297

• Occurred

  Dec 10, 2025
  Advisor changed firm

  Amy Lynn Sullivan left Cap Strat for Creative Planning Institutional Advisors, Llc (registered 2025-08-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ee3b01d-e67a-7c79-52d7-5e2569b6f0cf

First observed

Jun 26, 2003

Last observed

Sep 15, 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.