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

Elizabeth Nora Mcgee

Osaic Advisory Services, LLCBD affiliatedBloomfield Hills, Mi dual registrantIAPD 5119435

Feed of 09/14/2026

Also filed as Elizabeth Nora Mcgee

At current firm

2 y

since Dec 15, 2023

In the industry

24 y

since Apr 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Advisory Services, LLC BD affiliated current
since Dec 15, 2023 · Atlanta, Ga
Creative Planning Institutional Advisors, LLC institutional
Dec 22, 2021 to Dec 15, 2023 · Bloomfield Hills, Mi
Cetera Investment Advisers LLC BD affiliated
Nov 12, 2020 to Dec 15, 2023 · Bloomfield Hills, Mi
First Allied Advisory Services, Inc. former
Mar 3, 2020 to Nov 12, 2020 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Creative Planning Institutional Advisors, LLC
left Dec 15, 2023, registered Dec 22, 2021 (-723 days) · Other
Creative Planning Institutional Advisors, LLC to Osaic Advisory Services, LLC
left Dec 15, 2023, registered Dec 15, 2023 (0 days) · Other
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move

Signals

Elizabeth Nora Mcgee left Creative Planning Institutional Advisors, Llc for Osaic Advisory Services, Llc (registered 2023-12-15)
Dec 15, 2023 · Advisor changed firm · fact
Elizabeth Nora Mcgee left Cetera Investment Advisers Llc for Creative Planning Institutional Advisors, Llc (registered 2021-12-22)
Dec 15, 2023 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address