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

Timothy P Oleary

Allstate Financial Advisors, LLCBD affiliatedLittleton, Codual registrantIAPD 2713597

Feed of 09/14/2026

Also filed as Tim O'Leary

At current firm

0 y

since Oct 22, 2025

In the industry

30 y

since Aug 13, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Allstate Financial Advisors, LLC BD affiliated current
since Oct 22, 2025 · Littleton, Co
Creative Planning independent RIA
May 16, 2024 to Jun 17, 2025 · Denver, Co
O'Leary Financial Strategies LLC unclassified
Mar 10, 2023 to Sep 5, 2024 · Greenwood Village, Co
Creativeone Wealth, LLC independent RIA
Oct 17, 2022 to Dec 13, 2022 · Englewood, Co
Goldman Sachs Wealth Services, L.P. BD affiliated
Apr 29, 2022 to May 26, 2022 · Dallas, Tx
Td Ameritrade, Inc. former
Feb 27, 2018 to Dec 31, 2020 · Denver, Co
Td Ameritrade Investment Management, LLC former
Feb 26, 2018 to Jan 11, 2021 · Omaha, Ne
Scottrade Investment Management former
Mar 18, 2016 to Feb 26, 2018 · Saint Louis, Mo
Td Ameritrade Investment Management, LLC former
May 17, 2006 to Jan 17, 2014 · Greenwood Village, Co
Td Ameritrade, Inc. former
Sep 10, 2003 to Jan 17, 2014 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Creative Planning to Allstate Financial Advisors, LLC
left Jun 17, 2025, registered Oct 22, 2025 (127 days) · RIA to affiliated broker-dealer or bank
O'Leary Financial Strategies LLC to Creative Planning
left Sep 5, 2024, registered May 16, 2024 (-112 days) · Other
Creativeone Wealth, LLC to O'Leary Financial Strategies LLC
left Dec 13, 2022, registered Mar 10, 2023 (87 days) · Other
Goldman Sachs Wealth Services, L.P. to Creativeone Wealth, LLC
left May 26, 2022, registered Oct 17, 2022 (144 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Jan 11, 2021, registered Feb 27, 2018 (-1049 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade, Inc. to Goldman Sachs Wealth Services, L.P.
left Dec 31, 2020, registered Apr 29, 2022 (484 days) · Other
Scottrade Investment Management to Td Ameritrade Investment Management, LLC
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jan 17, 2014, registered May 17, 2006 (-2802 days) · channel change inside one enterprise, not a move
Td Ameritrade Investment Management, LLC to Scottrade Investment Management
left Jan 17, 2014, registered Mar 18, 2016 (791 days) · Other

Signals

Timothy P Oleary left Creative Planning for Allstate Financial Advisors, Llc (registered 2025-10-22)
Jun 17, 2025 · Advisor changed firm · fact
Timothy P Oleary left O'Leary Financial Strategies Llc for Creative Planning (registered 2024-05-16)
Sep 5, 2024 · Advisor changed firm · fact
Timothy P Oleary left Creativeone Wealth, Llc for O'Leary Financial Strategies Llc (registered 2023-03-10)
Dec 13, 2022 · Advisor changed firm · fact
Timothy P Oleary left Goldman Sachs Wealth Services, L.P. for Creativeone Wealth, Llc (registered 2022-10-17)
May 26, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address