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

David Simeone

Creative Financial Designs, Inc.BD affiliatedKokomo, In IA-onlyIAPD 4371593

Feed of 09/14/2026

At current firm

2 y

since Dec 21, 2023

In the industry

25 y

since May 3, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creative Financial Designs, Inc. BD affiliated current
since Dec 21, 2023 · Kokomo, In
Touchstone Capital, Inc. former
Sep 17, 2016 to Jan 9, 2024 · Pittsburgh, Pa
Commonwealth Financial Network national BD
Jul 7, 2005 to Jun 19, 2017 · Murrysville, Pa
Mutual Service Corporation unclassified
May 1, 2003 to Jul 1, 2005 · Monroeville, Pa
Ffp Advisory Services Inc unclassified
Sep 24, 2001 to Apr 29, 2003 · Monroeville, Pa

Moves

a registration end followed by a registration begin elsewhere

Touchstone Capital, Inc. to Creative Financial Designs, Inc.
left Jan 9, 2024, registered Dec 21, 2023 (-19 days) · RIA to affiliated broker-dealer or bank
Commonwealth Financial Network to Touchstone Capital, Inc.
left Jun 19, 2017, registered Sep 17, 2016 (-275 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mutual Service Corporation to Commonwealth Financial Network
left Jul 1, 2005, registered Jul 7, 2005 (6 days) · Other
Ffp Advisory Services Inc to Mutual Service Corporation
left Apr 29, 2003, registered May 1, 2003 (2 days) · Other

Signals

David Simeone left Touchstone Capital, Inc. for Creative Financial Designs, Inc. (registered 2023-12-21)
Jan 9, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address