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

Harlan Jason Shulevitz

Creative Planningindependent RIAOverland Park, Ks IA-onlyIAPD 6336369

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Harley Shulevitz

At current firm

0 y

since Nov 5, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 Nov 5, 2025 · San Carlos, Ca
Parcion Private Wealth LLC independent RIA
Nov 20, 2023 to Sep 25, 2024 · Bellevue, Wa
Charles Schwab & Co., Inc. national BD
Nov 15, 2016 to Oct 5, 2023 · Lone Tree, Co

Moves

a registration end followed by a registration begin elsewhere

Parcion Private Wealth LLC to Creative Planning
left Sep 25, 2024, registered Nov 5, 2025 (406 days) · RIA to RIA
Charles Schwab & Co., Inc. to Parcion Private Wealth LLC
left Oct 5, 2023, registered Nov 20, 2023 (46 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Harlan Jason Shulevitz left Parcion Private Wealth Llc for Creative Planning (registered 2025-11-05)
Sep 25, 2024 · Advisor changed firm · fact
Harlan Jason Shulevitz left Charles Schwab & Co., Inc. for Parcion Private Wealth Llc (registered 2023-11-20)
Oct 5, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address