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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J. STANDISH FORTIN

Advisor at CREATIVE FINANCIAL DESIGNS, INC.

CINCINNATI, OH | KOKOMO, IN

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Search this name across graphsid dfx:ria:9d73d5e0-a5ed-b91e-9a8e-82b7e611c390

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2002 to Sep 15, 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: CREATIVE FINANCIAL DESIGNS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 22, 1999
First registration: Dec 16, 2002
Dual registered: yes, broker-dealer
Other names: JOSHUA STANDISH FORTIN|STANDISH J FORTIN|J. STANDISH FORTIN
IAPD individual key: 3008070

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
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Dec 2, 2016	n/a	yes	CINCINNATI, OH\|KOKOMO, IN	Current employment
FORTIN ADVISORY	n/a	Aug 1, 2016	May 4, 2017	no	cincinnati, OH	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Jun 6, 2016	Jul 15, 2016	no	Cincinnati, OH\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|CINCINNATI, OH\|LOUISVILLE, KY	Previous registration
FORTIN ADVISORY	n/a	Feb 8, 2016	Jul 1, 2016	no	CINCINNATI, OH	Previous registration
WHITEHALL FINANCIAL SERVICES, INC.	n/a	Aug 21, 2006	Nov 9, 2015	no	CINCINNATI, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 21, 2004	Sep 20, 2006	no	CINCINNATI, OH\|CINCINNATI, OH	Previous registration
QUICK & REILLY, INC.	n/a	Dec 16, 2002	Sep 16, 2004	no	CINCINNATI, OH	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
FORTIN ADVISORY	CREATIVE FINANCIAL DESIGNS, INC.	May 4, 2017	Dec 2, 2016	-153	Firm change after gap	Other
MONEY CONCEPTS ADVISORY SERVICE	FORTIN ADVISORY	Jul 15, 2016	Aug 1, 2016	17	Firm change	Other
FORTIN ADVISORY	MONEY CONCEPTS ADVISORY SERVICE	Jul 1, 2016	Jun 6, 2016	-25	Firm change	Other
WHITEHALL FINANCIAL SERVICES, INC.	FORTIN ADVISORY	Nov 9, 2015	Feb 8, 2016	91	Firm change	Other
UBS FINANCIAL SERVICES INC.	WHITEHALL FINANCIAL SERVICES, INC.	Sep 20, 2006	Aug 21, 2006	-30	Firm change	Other
QUICK & REILLY, INC.	UBS FINANCIAL SERVICES INC.	Sep 16, 2004	Sep 21, 2004	5	Firm change	Other

Relationships

Registered with (6)

→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: current employment
Dec 2, 2016 to presentfactForm ADV
→ FORTIN ADVISORYRegistered adviserregistration: previous registration
Aug 1, 2016 to May 4, 2017factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Jun 6, 2016 to Jul 15, 2016factForm ADV
→ WHITEHALL FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 21, 2006 to Nov 9, 2015factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 21, 2004 to Sep 20, 2006factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Dec 16, 2002 to Sep 16, 2004factForm ADV

Dated events

No dated event names this entity yet.