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 Marie Pagano

Nations Financial Group, Inc.independent RIAWayne, Padual registrantIAPD 5588147

Certified Financial Planner

Feed of 09/14/2026

Also filed as Elizabeth Pagano

At current firm

2 y

since Aug 20, 2024

In the industry

18 y

since Sep 1, 2008 (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

Nations Financial Group, Inc. independent RIA current
since Aug 20, 2024 · Wayne, Pa
Creative Capital Wealth Management Group state registered
Apr 4, 2022 to Jul 30, 2024 · Chester Springs, Pa
Pruco Securities, LLC no RAUM
Jul 15, 2020 to Mar 18, 2022 · Warrington, Pa
Vanguard Advisers, Inc. BD affiliated
Jan 23, 2015 to May 8, 2019 · Malvern, Pa

Moves

a registration end followed by a registration begin elsewhere

Creative Capital Wealth Management Group to Nations Financial Group, Inc.
left Jul 30, 2024, registered Aug 20, 2024 (21 days) · Other
Pruco Securities, LLC to Creative Capital Wealth Management Group
left Mar 18, 2022, registered Apr 4, 2022 (17 days) · Affiliated broker-dealer or bank to a state-registered adviser
Vanguard Advisers, Inc. to Pruco Securities, LLC
left May 8, 2019, registered Jul 15, 2020 (434 days) · Affiliated broker-dealer or bank to another

Signals

Elizabeth Marie Pagano left Creative Capital Wealth Management Group for Nations Financial Group, Inc. (registered 2024-08-20)
Jul 30, 2024 · Advisor changed firm · fact
Elizabeth Marie Pagano left Pruco Securities, Llc for Creative Capital Wealth Management Group (registered 2022-04-04)
Mar 18, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address