DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Scott Edward Stooksbury
Feed of 09/15/2026
At current firm
1 y
since Jul 10, 2025
In the industry
29 y
since Dec 30, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Wealth, LLC independent RIA currentsince Jul 10, 2025 · Ellijay, Ga
- Cfg Retirement independent RIAMar 25, 2024 to Jul 23, 2025 · Edina, Mn
- Virtue Capital Management, LLC independent RIAMay 2, 2018 to Mar 19, 2024 · Kennesaw, Ga
- Horter Investment Management, LLC independent RIAJan 2, 2014 to Apr 27, 2018 · Kennesaw, Ga
- Synergy Wealth Partners, LLC. unclassifiedJun 28, 2007 to Dec 16, 2013 · Kennesaw, Ga
Moves
a registration end followed by a registration begin elsewhere
- Cfg Retirement to Creativeone Wealth, LLCleft Jul 23, 2025, registered Jul 10, 2025 (-13 days) · RIA to RIA
- Virtue Capital Management, LLC to Cfg Retirementleft Mar 19, 2024, registered Mar 25, 2024 (6 days) · RIA to RIA
- Horter Investment Management, LLC to Virtue Capital Management, LLCleft Apr 27, 2018, registered May 2, 2018 (5 days) · RIA to RIA · moved with a team
- Synergy Wealth Partners, LLC. to Horter Investment Management, LLCleft Dec 16, 2013, registered Jan 2, 2014 (17 days) · Other
Signals
- Scott Edward Stooksbury left Cfg Retirement for Creativeone Wealth, Llc (registered 2025-07-10)Jul 23, 2025 · Advisor changed firm · fact
- Scott Edward Stooksbury left Virtue Capital Management, Llc for Cfg Retirement (registered 2024-03-25)Mar 19, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address