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
Anthony Mark Montenegro
Feed of 09/14/2026
At current firm
1 y
since Sep 27, 2024
In the industry
26 y
since Apr 21, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- The Blackmont Group state registered currentsince Sep 27, 2024 · Fullerton, Ca
- Creative Financial Designs, Inc. BD affiliatedJan 4, 2021 to Sep 26, 2024 · Brea, Ca
- D.A. Davidson & Co. independent RIASep 16, 2020 to Jan 5, 2021 · Newport Beach, Ca
- Creative Financial Designs, Inc. BD affiliatedJun 11, 2014 to Sep 15, 2020 · Brea, Ca
- LPL Financial LLC BD affiliatedJun 6, 2013 to Jun 24, 2014 · Newport Beach, Ca
- Deutsche Bank Securities Inc. no RAUMDec 17, 2010 to Jun 12, 2013 · Los Angeles, Ca
- Chase Investment Services Corp. formerMar 25, 2010 to Dec 10, 2010 · Torrance, Ca
- LPL Financial LLC BD affiliatedAug 5, 2009 to Mar 25, 2010 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Creative Financial Designs, Inc. to The Blackmont Groupleft Sep 26, 2024, registered Sep 27, 2024 (1 days) · Affiliated broker-dealer or bank to a state-registered adviser
- D.A. Davidson & Co. to Creative Financial Designs, Inc.left Jan 5, 2021, registered Jan 4, 2021 (-1 days) · RIA to affiliated broker-dealer or bank
- Creative Financial Designs, Inc. to D.A. Davidson & Co.left Sep 15, 2020, registered Sep 16, 2020 (1 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Creative Financial Designs, Inc.left Jun 24, 2014, registered Jun 11, 2014 (-13 days) · Other
- Deutsche Bank Securities Inc. to LPL Financial LLCleft Jun 12, 2013, registered Jun 6, 2013 (-6 days) · Other
- Chase Investment Services Corp. to Deutsche Bank Securities Inc.left Dec 10, 2010, registered Dec 17, 2010 (7 days) · Other
- LPL Financial LLC to Chase Investment Services Corp.left Mar 25, 2010, registered Mar 25, 2010 (0 days) · Other
Signals
- Anthony Mark Montenegro left Creative Financial Designs, Inc. for The Blackmont Group (registered 2024-09-27)Sep 26, 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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address