DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN | Exton, PA
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 FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Apr 30, 2026 | n/a | yes | KOKOMO, IN|Exton, PA | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jul 26, 2022 | May 4, 2026 | no | Exton, PA|DOUGLASSVILLE, PA | Previous registration |
| PARSONEX ADVISORY SERVICES, INC. | Independent wealth | Jan 11, 2021 | Jul 29, 2022 | no | ENGLEWOOD, CO|Douglassville, PA | Previous registration |
| PARSONEX ADVISORY SERVICES, INC. | Independent wealth | Jan 4, 2018 | Dec 31, 2020 | no | Douglassville, PA|ENGLEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | CREATIVE FINANCIAL DESIGNS, INC. | May 4, 2026 | Apr 30, 2026 | -4 | Firm change | Ibd to ibd |
| PARSONEX ADVISORY SERVICES, INC. | GENEOS WEALTH MANAGEMENT, INC. | Jul 29, 2022 | Jul 26, 2022 | -3 | Firm change | RIA to ibd |