DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVE PLANNING
Austin, TX | OVERLAND PARK, KS
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 PLANNING | Independent wealth | Jun 16, 2026 | n/a | yes | Austin, TX|OVERLAND PARK, KS | Current employment |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Jan 23, 2019 | Mar 7, 2019 | no | Austin, TX|Austin, TX | Previous registration |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Aug 24, 2013 | Jan 11, 2019 | no | AUSTIN, TX|Austin, TX | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Aug 31, 2006 | Mar 13, 2008 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | CREATIVE PLANNING | Mar 7, 2019 | Jun 16, 2026 | 2,658 | Firm change after gap | RIA to RIA |
| WELLS FARGO INVESTMENTS, LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Mar 13, 2008 | Aug 24, 2013 | 1,990 | Firm change after gap | Other |