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

Christopher Allen Holt

Creative Planningindependent RIAOverland Park, Ks IA-onlyIAPD 5321657

Certified Financial Planner

Feed of 09/15/2026

Also filed as Christopher A Holt

At current firm

2 y

since Aug 26, 2024

In the industry

19 y

since Feb 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 Planning independent RIA current
since Aug 26, 2024 · Overland Park, Ks
Coldstream Wealth Management independent RIA
Feb 21, 2023 to Aug 7, 2024 · Bellevue, Wa
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jan 11, 2023 · Boston, Ma
Strategic Advisers LLC national BD
Jul 14, 2010 to Jul 13, 2018 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

Coldstream Wealth Management to Creative Planning
left Aug 7, 2024, registered Aug 26, 2024 (19 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Coldstream Wealth Management
left Jan 11, 2023, registered Feb 21, 2023 (41 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Christopher Allen Holt left Coldstream Wealth Management for Creative Planning (registered 2024-08-26)
Aug 7, 2024 · Advisor changed firm · fact
Christopher Allen Holt left Fidelity Personal And Workplace Advisors for Coldstream Wealth Management (registered 2023-02-21)
Jan 11, 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address