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RIA / WealthAdvisor20 years in industry

ANTHONY DAVID FAVELA

Advisor at CREATIVE PLANNING

The Woodlands, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:c59dcec8-d296-9c06-6e21-6f3bfdcb6a3d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2006 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 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: Sep 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 18, 2006
First registration: Sep 19, 2006
Dual registered: no
IAPD individual key: 5165413

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	Jan 23, 2013	n/a	yes	OVERLAND PARK, KS\|The Woodlands, TX	Current employment
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 11, 2011	Jan 9, 2013	no	ARLINGTON, VA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 9, 2009	Mar 22, 2011	no	WESTMINSTER, CO\|THORNTON, CO\|THORNTON, CO\|DENVER, CO\|NORTHGLENN, CO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 7, 2009	no	Denver, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 2, 2007	Jun 1, 2009	no	DENVER, CO	Previous registration
WADDELL & REED	Former SEC adviser	Sep 19, 2006	Mar 7, 2007	no	LAS VEGAS, NV	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
E*TRADE CAPITAL MANAGEMENT, LLC	CREATIVE PLANNING	Jan 9, 2013	Jan 23, 2013	14	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	E*TRADE CAPITAL MANAGEMENT, LLC	Mar 22, 2011	Apr 11, 2011	20	Firm change	Other
MORGAN STANLEY	CHASE INVESTMENT SERVICES CORP.	Dec 7, 2009	Dec 9, 2009	2	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WADDELL & REED	CITIGROUP GLOBAL MARKETS INC.	Mar 7, 2007	Mar 2, 2007	-5	Firm change	Other

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jan 23, 2013 to presentfactForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 11, 2011 to Jan 9, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 9, 2009 to Mar 22, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 7, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 2, 2007 to Jun 1, 2009factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Sep 19, 2006 to Mar 7, 2007factForm ADV

Dated events

No dated event names this entity yet.