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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• M•••••• F•••••••

C••••••• A•••• M••••••••• L••independent RIAMaumee, Oh IA-onlyIAPD 5432286

Feed of 09/14/2026

Also filed as J•••• M•••••• F•••••••

At current firm

1 y

since Feb 12, 2025

In the industry

15 y

since Aug 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedcreekmurwealth.comfirm site, Sep 15, 2026
Designations: MBAreportedcreekmurwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: creekmurwealth.com/our-team/jim-fergusonreportedcreekmurwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••••• A•••• M••••••••• L•• independent RIA current
since Feb 12, 2025 · Maumee, Oh
W•••• F•••• A••••••• wirehouse
Dec 2, 2021 to Oct 22, 2024 · Atlanta, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 20, 2018 to Oct 28, 2021 · Cumming, Ga
T• A••••••••• I••• former
Feb 28, 2018 to Aug 31, 2018 · Sandy Springs, Ga
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Aug 31, 2018 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Jul 27, 2017 to Feb 26, 2018 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C••••••• A•••• M••••••••• L••
left Oct 22, 2024, registered Feb 12, 2025 (113 days) · Wirehouse to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Oct 28, 2021, registered Dec 2, 2021 (35 days) · Wirehouse to wirehouse · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Aug 31, 2018, registered Feb 28, 2018 (-184 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 31, 2018, registered Sep 20, 2018 (20 days) · Other
S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move

Signals

J•••• M•••••• F••••••• left W•••• F•••• A••••••• for C••••••• A•••• M••••••••• L•• (registered 2025-02-12)
Oct 22, 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: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address