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

Apr 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jun 25, 2013

First registration

Apr 16, 2014

Dual registered

no

IAPD individual key

6185449

• Occurred

  Sep 11, 2023
  Advisor changed firm

  Colin Holmes left Four Quadrant Wealth Advisors, Inc. for Creative Planning (registered 2023-07-20)

  Form ADVobserved 5 days ago
• Occurred

  Jun 8, 2022
  Advisor changed firm

  Colin Holmes left Mml Investors Services, Llc for Four Quadrant Wealth Advisors, Inc. (registered 2022-06-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9abc0a55-7089-de1e-7089-aeeb689d483f

First observed

Apr 16, 2014

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.