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

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

Mar 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jun 30, 2022

First registration

Jul 27, 2022

Dual registered

no

Other names

Michael Christian Eriquez|Michael C Eriquez

IAPD individual key

7606418

• Occurred

  Jan 7, 2025
  Advisor changed firm

  Michael Christian Eriquez left Equitable Advisors, Llc for Creative Planning Institutional Advisors, Llc (registered 2025-01-08)

  Form ADVobserved 4 days ago
• Occurred

  Mar 28, 2023
  Advisor changed firm

  Michael Christian Eriquez left Kingdom Financial Group, Llc for Equitable Advisors, Llc (registered 2023-06-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6fe151e-2b7b-3c0a-f391-e66fc328810f

First observed

Jul 27, 2022

Last observed

Sep 15, 2026 4 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.