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.

Current firm

WEALTH CREATION ADVISORY

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 3, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 3, 2004

First registration

Jan 11, 2007

Dual registered

no

IAPD individual key

427601

• Occurred

  Jul 5, 2023
  Advisor changed firm

  Gary Clifford Smith left Heads-Up Advisory for Wealth Creation Advisory (registered 2025-06-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d2297d36-2136-d129-5301-15e1a6c62239

First observed

Jan 11, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.