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

Jonathan P English

Creativeone Wealth, LLCindependent RIAKaty, Tx IA-onlyIAPD 4371304

Feed of 09/15/2026

Also filed as Jon P English

At current firm

1 y

since Sep 2, 2025

In the industry

24 y

since Nov 28, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creativeone Wealth, LLC independent RIA current
since Sep 2, 2025 · Overland Park, Ks
Foundations Investment Advisors LLC independent RIA
Jun 28, 2023 to Sep 2, 2025 · Katy, Tx
Awm Financial Services Inc. independent RIA
Jan 9, 2023 to May 1, 2023 · The Woodlands, Tx
Portfolio Dynamix state registered
Sep 15, 2022 to Apr 26, 2023 · The Woodlands, Tx
Corda Investment Management, LLC independent RIA
Jul 24, 2012 to Apr 20, 2022 · Houston, Tx
Banc One Securities Corporation unclassified
May 15, 2003 to Oct 12, 2004 · Plano, Tx
Equitable Advisors, LLC national BD
Sep 20, 2002 to Apr 25, 2003 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Foundations Investment Advisors LLC to Creativeone Wealth, LLC
left Sep 2, 2025, registered Sep 2, 2025 (0 days) · RIA to RIA
Awm Financial Services Inc. to Foundations Investment Advisors LLC
left May 1, 2023, registered Jun 28, 2023 (58 days) · RIA to RIA
Portfolio Dynamix to Awm Financial Services Inc.
left Apr 26, 2023, registered Jan 9, 2023 (-107 days) · Other
Corda Investment Management, LLC to Portfolio Dynamix
left Apr 20, 2022, registered Sep 15, 2022 (148 days) · RIA to a state-registered adviser
Banc One Securities Corporation to Corda Investment Management, LLC
left Oct 12, 2004, registered Jul 24, 2012 (2842 days) · Other
Equitable Advisors, LLC to Banc One Securities Corporation
left Apr 25, 2003, registered May 15, 2003 (20 days) · Other

Signals

Jonathan P English left Foundations Investment Advisors Llc for Creativeone Wealth, Llc (registered 2025-09-02)
Sep 2, 2025 · Advisor changed firm · fact
Jonathan P English left Awm Financial Services Inc. for Foundations Investment Advisors Llc (registered 2023-06-28)
May 1, 2023 · Advisor changed firm · fact
Jonathan P English left Portfolio Dynamix for Awm Financial Services Inc. (registered 2023-01-09)
Apr 26, 2023 · Advisor changed firm · fact
Jonathan P English left Corda Investment Management, Llc for Portfolio Dynamix (registered 2022-09-15)
Apr 20, 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address