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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Menlo Park, CA
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 | Jan 1, 2026 | n/a | yes | Menlo Park, CA|OVERLAND PARK, KS | Current employment |
| EARNED WEALTH | Former SEC adviser | Aug 2, 2024 | Jan 4, 2025 | no | Walnut Creek, CA | Previous registration |
| EARNED WEALTH ADVISORS, LLC | Independent wealth | Feb 6, 2020 | Oct 20, 2025 | no | WALNUT CREEK, CA | Previous registration |
| ADASINA SOCIAL CAPITAL | Asset manager | Dec 18, 2015 | Feb 5, 2020 | no | BERKELEY, CA | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Apr 29, 2013 | Jul 2, 2014 | no | SAN RAMON, CA|FOSTER CITY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | Oct 20, 2025 | Aug 2, 2024 | -444 | Channel change | RIA to RIA |
| EARNED WEALTH | CREATIVE PLANNING | Jan 4, 2025 | Jan 1, 2026 | 362 | Firm change | RIA to RIA |
| ADASINA SOCIAL CAPITAL | EARNED WEALTH ADVISORS, LLC | Feb 5, 2020 | Feb 6, 2020 | 1 | Firm change | RIA to RIA |
| NEW ENGLAND SECURITIES CORPORATION | ADASINA SOCIAL CAPITAL | Jul 2, 2014 | Dec 18, 2015 | 534 | Firm change after gap | Other |