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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom 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

S66

First exam

Jul 6, 2020

First registration

Jul 7, 2020

Dual registered

no

IAPD individual key

7251367

• Occurred

  Sep 11, 2025
  Advisor changed firm

  Hector Kenneth Cervantes left Grassi Investment Management, Llc for Creative Planning (registered 2025-08-29)

  Form ADVobserved 5 days ago
• Occurred

  Jun 28, 2022
  Advisor changed firm

  Hector Kenneth Cervantes left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Grassi Investment Management, Llc (registered 2024-11-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2f45ad2-0154-5e84-e657-8cbd1bdf0de5

First observed

Jul 7, 2020

Last observed

Sep 15, 2026 5 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.