DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

NANCY ANN BRIGUGLIO

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a504e22a-d148-d016-1b09-7c4db5b6270d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 12, 1997 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: 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: Nov 12, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Nov 12, 1997
First registration: Dec 12, 1997
Dual registered: no
IAPD individual key: 702110

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 PLANNING	Independent wealth	Apr 10, 2026	n/a	yes	OVERLAND PARK, KS\|Columbia, MD\|Columbia, MD	Current employment
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Nov 30, 2012	Apr 10, 2026	no	COLUMBIA, MD\|MORRISTOWN, NJ\|Columbia, MD\|Columbia, MD	Previous registration
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Dec 23, 2010	Dec 31, 2012	no	COLUMBIA, MD	Previous registration
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Oct 7, 2009	Dec 20, 2010	no	COLUMBIA, MD\|COLORADO SPRINGS, CO	Previous registration
LINCOLN FINANCIAL DISTRIBUTORS, INC.	n/a	May 5, 2005	May 11, 2009	no	RADNOR, PA\|PHILADELPHIA, PA\|COLUMBIA, MD\|RADNOR, PA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Dec 12, 1997	Apr 4, 2005	no	VIENNA, VA	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
PRIVATE ADVISOR GROUP, LLC	CREATIVE PLANNING	Apr 10, 2026	Apr 10, 2026	0	Firm change	Ibd to RIA
STRATOS WEALTH PARTNERS, LTD	PRIVATE ADVISOR GROUP, LLC	Dec 31, 2012	Nov 30, 2012	-31	Firm change after gap	Other
INTERVEST INTERNATIONAL, INC.	STRATOS WEALTH PARTNERS, LTD	Dec 20, 2010	Dec 23, 2010	3	Firm change	Other
LINCOLN FINANCIAL DISTRIBUTORS, INC.	INTERVEST INTERNATIONAL, INC.	May 11, 2009	Oct 7, 2009	149	Firm change	Other
OSAIC FA, INC.	LINCOLN FINANCIAL DISTRIBUTORS, INC.	Apr 4, 2005	May 5, 2005	31	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155216:105348:MD:2026-04-10	Apr 10, 2026	Apr 10, 2026	COLUMBIA, MD	Firm change

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Nov 30, 2012 to Apr 10, 2026factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Dec 23, 2010 to Dec 31, 2012factForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
Oct 7, 2009 to Dec 20, 2010factForm ADV
→ LINCOLN FINANCIAL DISTRIBUTORS, INC.Registered adviserregistration: previous registration
May 5, 2005 to May 11, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Dec 12, 1997 to Apr 4, 2005factForm ADV

Dated events

Occurred
Apr 10, 2026
Advisor changed firm
Nancy Ann Briguglio left Private Advisor Group, Llc for Creative Planning (registered 2026-04-10)
Form ADVobserved 6 days ago