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
James S Boys
Feed of 09/14/2026
Also filed as Jim Boys
At current firm
0 y
since Apr 7, 2026
In the industry
26 y
since Oct 20, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Financial Designs, Inc. BD affiliated currentsince Apr 7, 2026 · Kokomo, In
- Ae Wealth Management, LLC BD affiliatedAug 1, 2018 to Apr 1, 2026 · Martinsville, In
- Creative Financial Designs, Inc. BD affiliatedMay 14, 2003 to Jul 31, 2018 · Martinsville, In
- Investacorp Advisory Services Inc formerJul 18, 2002 to May 5, 2003 · Martinsville, In
Moves
a registration end followed by a registration begin elsewhere
- Ae Wealth Management, LLC to Creative Financial Designs, Inc.left Apr 1, 2026, registered Apr 7, 2026 (6 days) · Affiliated broker-dealer or bank to another
- Creative Financial Designs, Inc. to Ae Wealth Management, LLCleft Jul 31, 2018, registered Aug 1, 2018 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Investacorp Advisory Services Inc to Creative Financial Designs, Inc.left May 5, 2003, registered May 14, 2003 (9 days) · Other
Signals
- James S Boys left Ae Wealth Management, Llc for Creative Financial Designs, Inc. (registered 2026-04-07)Apr 1, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address