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.
Advisor moves
Departures from Creative Planning
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexandra Payne | Creative Planning independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2026 | Aug 31, 2026 |
| Nathan Daniel Bodart | Creative Planning independent RIA | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 14, 2026 | Aug 13, 2026 |
| Taylor Ayres | Creative Planning independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 3, 2026 | Aug 21, 2026 |
| Paul Nathan Deal | Creative Planning independent RIA | Valeo Financial Advisors, LLC independent RIA | RIA to RIA | Jul 14, 2026 | Aug 31, 2026 (48 d) |
| Thomas Henry Itkoff | Creative Planning independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 7, 2026 | Jul 17, 2026 |
| Philip James Ricasata | Creative Planning independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 13, 2026 | Apr 10, 2026 |
| Amanda Hayda Staples | Creative Planning independent RIA | Principal Asset Management other | Other | Apr 6, 2026 | May 1, 2026 |
| Aaron Matthew Spitzner | Creative Planning independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 3, 2026 | Apr 2, 2026 |
| David M Coen | Creative Planning independent RIA | Sovran Advisors, LLC independent RIA | RIA to RIA | Apr 2, 2026 | Mar 30, 2026 |
| Nancy Jean Metzger | Creative Planning independent RIA | Mapt Capital state registered | RIA to a state-registered adviser | Mar 20, 2026 | May 4, 2026 (45 d) |
| Sean Michael Dann | Creative Planning independent RIA | Range Advisory, LLC independent RIA | RIA to RIA | Mar 20, 2026 | Mar 19, 2026 |
| Matthew Alexander Cosgriff | Creative Planning independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 2, 2026 | Jul 16, 2026 (136 d) |
| Charlotte Anne Morgan | Creative Planning independent RIA | Family Financial independent RIA | RIA to RIA | Nov 20, 2025 | Aug 19, 2026 (272 d) |
| Brian Alexander Abatemarco | Creative Planning independent RIA | Cedarstream Wealth, LLC state registered | RIA to a state-registered adviser | Nov 7, 2025 | Sep 3, 2026 (300 d) |
| Jesus Eduardo Zepeda Castro | Creative Planning independent RIA | Lido independent RIA | RIA to RIA | Oct 15, 2025 | Oct 16, 2025 |
| Matthew Thomas Eilert | Creative Planning independent RIA | Atwood & Palmer, Inc. independent RIA | RIA to RIA | Sep 30, 2025 | Oct 23, 2025 |
| Francisco Xavier Aguilar Puyol | Creative Planning independent RIA | Mapt Capital state registered | RIA to a state-registered adviser | Sep 24, 2025 | May 4, 2026 (222 d) |
| Carly Frances Prentice Bell | Creative Planning independent RIA | Gallagher Fiduciary Advisors, LLC institutional | Other | Sep 8, 2025 | Jul 16, 2026 (311 d) |
| Jeffrey Ray Albright | Creative Planning independent RIA | Shepherd Wealth Management independent RIA | RIA to RIA | Aug 22, 2025 | Nov 13, 2025 (83 d) |
| Dalton E Bickford | Creative Planning independent RIA | Choreo, LLC independent RIA | RIA to RIA | Aug 5, 2025 | Apr 15, 2026 (253 d) |
| Alex Nicholas Miller | Creative Planning independent RIA | Canvas Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2025 | Aug 5, 2025 |
| Justin June Won Kim | Creative Planning independent RIA | Range Advisory, LLC independent RIA | RIA to RIA | Jul 7, 2025 | Jul 17, 2025 |
| Michael Alan Snyder | Creative Planning independent RIA | Zega Investments, LLC independent RIA | RIA to RIA | Jul 1, 2025 | Jul 30, 2025 |
| Timothy P Oleary | Creative Planning independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2025 | Oct 22, 2025 (127 d) |
| Julie Olson Roth | Creative Planning independent RIA | Integris Wealth Management, LLC independent RIA | RIA to RIA | May 21, 2025 | Jul 3, 2025 (43 d) |
| Paul Justen Hensley | Creative Planning independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2025 | Aug 14, 2025 (90 d) |
| Caleb John Moyer | Creative Planning independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | May 13, 2025 | Jun 3, 2025 |
| Sarah Ashley Bremer | Creative Planning independent RIA | Burkholder Wealth Management independent RIA | RIA to RIA | Mar 24, 2025 | Apr 13, 2025 |
| Vivek Vishal | Creative Planning independent RIA | World Investment Advisors, LLC institutional | Other | Mar 11, 2025 | Mar 26, 2025 |
| Grant David Cetola | Creative Planning independent RIA | Intellicents Investment Solutions Inc other | Other | Mar 11, 2025 | Mar 14, 2025 |
| Matthew Zolton | Creative Planning independent RIA | Zolton Wealth state registered | RIA to a state-registered adviser | Feb 26, 2025 | May 9, 2025 (72 d) |
| Eric William Flynn | Creative Planning independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jan 27, 2025 | Mar 28, 2025 (60 d) |
| Stephanie Kay Stoup | Creative Planning independent RIA | Boyum Wealth Architects LLC independent RIA | RIA to RIA | Jan 16, 2025 | Feb 27, 2025 (42 d) |
| Jonathan Stanton Leeks | Creative Planning independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 6, 2025 |
| Michael Bezanson | Creative Planning independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Dec 3, 2024 | Mar 19, 2025 (106 d) |
| William Tate Mcdonald | Creative Planning independent RIA | Keen Wealth Advisors independent RIA | RIA to RIA | Nov 18, 2024 | Nov 22, 2024 |
| Colby Lee Carpenter | Creative Planning independent RIA | Mma Securities LLC no RAUM | Other | Nov 7, 2024 | Nov 26, 2024 |
| Brooks Jameson Casel | Creative Planning independent RIA | Copper Financial independent RIA | RIA to RIA | Oct 14, 2024 | Oct 16, 2024 |
| Allison Marie Moeschberger | Creative Planning independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Sep 30, 2024 | Oct 13, 2024 |
| Andrew John Heffernon | Creative Planning independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Sep 23, 2024 | Sep 23, 2024 |
| Jack Warren Rafferty | Creative Planning independent RIA | Rothschild Wealth LLC independent RIA | RIA to RIA | Sep 9, 2024 | Sep 18, 2024 |
| Christopher Drake | Creative Planning independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 26, 2024 | Oct 9, 2024 (44 d) |
| David Weiss | Creative Planning independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 26, 2024 | Sep 12, 2024 |
| Matthew Steven Fleming | Creative Planning independent RIA | Blackrock Investment Management, LLC other | Other | Aug 5, 2024 | Sep 12, 2024 (38 d) |
| Steven Mathews Gasparini | Creative Planning independent RIA | Destination Wealth Management independent RIA | RIA to RIA | Aug 2, 2024 | Sep 9, 2024 (38 d) |
| Kristi Dawn Davenport | Creative Planning independent RIA | American Century Investments Private Client Group, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2024 | Jun 14, 2025 (362 d) |
| Stephanie Lynn Bussan | Creative Planning independent RIA | Brady Martz Wealth Solutions, LLC no RAUM | RIA to a newly registered adviser | Jun 10, 2024 | Jul 15, 2024 (35 d) |
| David Andrew Vos | Creative Planning independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | May 28, 2024 | May 29, 2024 |
| Isabella Grace Swanson | Creative Planning independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | May 28, 2024 | May 28, 2025 (365 d) |
| Grace Trewartha | Creative Planning independent RIA | Mapt Capital state registered | RIA to a state-registered adviser | May 15, 2024 | May 4, 2026 (719 d) |
| Nicolle Lachelle Yates | Creative Planning independent RIA | Austin Wealth Management, LLC independent RIA | RIA to RIA | May 14, 2024 | Jan 21, 2025 (252 d) |
| Sophia I-Ju Feng | Creative Planning independent RIA | Destination Wealth Management independent RIA | RIA to RIA | Apr 23, 2024 | May 16, 2024 |
| Joshua Gembala | Creative Planning independent RIA | Cetera Planning Partners independent RIA | RIA to RIA | Apr 1, 2024 | Apr 10, 2024 |
| Patrick Thomas Harris | Creative Planning independent RIA | Ira Group, Inc. institutional | Other | Mar 22, 2024 | May 2, 2024 (41 d) |
| Kristie Lynn Jackson | Creative Planning independent RIA | Principal Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 17, 2024 | Feb 1, 2024 |
| Jaclyn Marie Swavely | Creative Planning independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jan 8, 2024 | Apr 15, 2024 (98 d) |
| Charles Michael Toole | Creative Planning independent RIA | Awm Capital, LLC independent RIA | RIA to RIA | Jan 8, 2024 | Apr 5, 2024 (88 d) |
| Christina Ann Hoffmann | Creative Planning independent RIA | Friday Financial no RAUM | RIA to a newly registered adviser | Jan 2, 2024 | Mar 21, 2024 (79 d) |
| Joseph Daniel Young | Creative Planning independent RIA | Prairieview Partners, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Jan 16, 2024 |
| Donald Randolph Waesche | Creative Planning independent RIA | Genoa Wealth, LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2024 | May 28, 2026 (877 d) |
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209 moves match.