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
Samir Ahmed
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Dec 16, 2025
In the industry
15 y
since Sep 1, 2011 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Dec 16, 2025 · Riverview, Fl
- Creative Planning Institutional Advisors, LLC institutionalJul 15, 2025 to Jan 13, 2026 · West Palm Beach, Fl
- Avantax Planning Partners, Inc. BD affiliatedOct 11, 2023 to Jul 14, 2025 · Dubuque, Ia
- Facet independent RIAJan 27, 2021 to Sep 18, 2023 · West Palm Beach, Fl
- Charles Schwab & Co., Inc. national BDMay 28, 2020 to Jan 20, 2021 · Temple Terrace, Fl
- Usaa Investment Services Company no RAUMJan 8, 2018 to May 24, 2020 · San Antonio, Tx
- Usaa Financial Planning Services formerJun 19, 2017 to Jan 8, 2018 · Tampa, Fl
- J.P. Morgan Securities LLC wirehouseOct 23, 2015 to Apr 26, 2017 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning Institutional Advisors, LLC to Creative Planningleft Jan 13, 2026, registered Dec 16, 2025 (-28 days) · channel change inside one enterprise, not a move
- Avantax Planning Partners, Inc. to Creative Planning Institutional Advisors, LLCleft Jul 14, 2025, registered Jul 15, 2025 (1 days) · Other
- Facet to Avantax Planning Partners, Inc.left Sep 18, 2023, registered Oct 11, 2023 (23 days) · RIA to affiliated broker-dealer or bank
- Charles Schwab & Co., Inc. to Facetleft Jan 20, 2021, registered Jan 27, 2021 (7 days) · Affiliated broker-dealer or bank to independent RIA
- Usaa Investment Services Company to Charles Schwab & Co., Inc.left May 24, 2020, registered May 28, 2020 (4 days) · corporate re-registration, not a move
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Usaa Financial Planning Servicesleft Apr 26, 2017, registered Jun 19, 2017 (54 days) · Other
Signals
- Samir Ahmed left Avantax Planning Partners, Inc. for Creative Planning Institutional Advisors, Llc (registered 2025-07-15)Jul 14, 2025 · Advisor changed firm · fact
- Samir Ahmed left Facet for Avantax Planning Partners, Inc. (registered 2023-10-11)Sep 18, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address