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.

AdvisorFromToTypeLeftRegistered
Susan Patricia Hubbell SanchezCreative Planning independent RIAWorld Investment Advisors, LLC institutionalOtherDec 4, 2023Dec 22, 2023
Timothy John DeangeloCreative Planning independent RIASmithbridge Asset Management, Inc. independent RIARIA to RIADec 1, 2023Aug 23, 2024 (266 d)
Nicholas Christopher LombardozziCreative Planning independent RIAKingdom Wealth Advisers state registeredRIA to a state-registered adviserOct 25, 2023Jan 1, 2024 (68 d)
Karen Noelle MartinCreative Planning independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 9, 2023Nov 22, 2023 (44 d)
Ashley Marie ShirleyCreative Planning independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 18, 2023Oct 11, 2023
David John PeytonCreative Planning independent RIAWells Fargo Advisors wirehouseRIA to wirehouseSep 18, 2023Oct 13, 2023
Thomas Scott RoffersCreative Planning independent RIAAlliancebernstein L.P. asset managerOtherAug 31, 2023Jan 10, 2024 (132 d)
Jeffrey Scott MccullochCreative Planning independent RIACascade Financial Partners, LLC independent RIARIA to RIAAug 28, 2023Apr 30, 2024 (246 d)
Brian Peter KrauseCreative Planning independent RIACascade Financial Partners, LLC independent RIARIA to RIAAug 28, 2023Apr 30, 2024 (246 d)
Natalie Elizabeth DewindtCreative Planning independent RIACascade Financial Partners, LLC independent RIARIA to RIAAug 28, 2023Apr 30, 2024 (246 d)
Darien Lee HortonCreative Planning independent RIACascade Financial Partners, LLC no RAUMRIA to a newly registered adviserAug 28, 2023Aug 28, 2023
Noah Benjamin MarellCreative Planning independent RIAThe Mather Group, LLC independent RIARIA to RIAAug 21, 2023Sep 7, 2023
Madison Dee MerdianCreative Planning independent RIASavant Wealth Management independent RIARIA to RIAAug 14, 2023Aug 25, 2023
Andrejs PilajevsCreative Planning independent RIACerity Partners LLC independent RIARIA to RIAAug 7, 2023Aug 22, 2023
Connor Montgomery JohnsonCreative Planning independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankAug 2, 2023Oct 31, 2023 (90 d)
Deshon Patrick RobinsonCreative Planning independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 20, 2023Feb 21, 2024 (216 d)
Kristen Mansfield EcholsCreative Planning independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIAJul 19, 2023Jul 12, 2023
Philip Aglubat QuitorianoCreative Planning independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2023Jul 14, 2023
Craig James BartlettCreative Planning independent RIAChoreo, LLC independent RIARIA to RIAJul 10, 2023Aug 3, 2023
Bradley Keith JohnstonCreative Planning independent RIAFiduciary Benefits Group no RAUMRIA to a newly registered adviserJul 10, 2023Jul 7, 2023
Gregg FineCreative Planning independent RIAThe Capital Group Investment Advisory Services, LLC otherOtherJun 30, 2023Apr 3, 2024 (278 d)
Deana Angulo CalvelliCreative Planning independent RIAWealthspire Retirement Advisory institutionalOtherJun 30, 2023Jul 29, 2024 (395 d)
Matthew Jeffrey ArnoultCreative Planning independent RIAUsi Advisors institutionalOtherJun 30, 2023Dec 12, 2023 (165 d)
Antwann HolmesCreative Planning independent RIATownsend independent RIARIA to RIAJun 22, 2023Jul 27, 2023 (35 d)
Christian Alarick BryantCreative Planning independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2023Aug 30, 2023 (78 d)
Ashley Grace KlemannCreative Planning independent RIABoyum Wealth Architects LLC independent RIARIA to RIAJun 6, 2023Jun 16, 2023
Mark Donald MurrayCreative Planning independent RIASwbc Investment Advisory Services LLC no RAUMOtherJun 5, 2023Feb 6, 2024 (246 d)
Michael J ConlonCreative Planning independent RIAWealth Advisors Group, LLC independent RIARIA to RIAJun 5, 2023Jun 15, 2023
Jeffrey Lawrence PierceCreative Planning independent RIAThe Mather Group, LLC independent RIARIA to RIAMay 26, 2023Jul 10, 2023 (45 d)
Daniel Keith BellchamberCreative Planning independent RIAPalmer Square Capital Management LLC asset managerOtherMay 23, 2023Mar 4, 2025 (651 d)
Paul Justen HensleyCreative Planning independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2023Sep 13, 2023 (135 d)
Brandon Michael SmithCreative Planning independent RIAWise Wealth, LLC independent RIARIA to RIAApr 17, 2023May 9, 2023
Jack Putnam FaerberCreative Planning independent RIAKavar Capital Partners independent RIARIA to RIAApr 17, 2023Apr 19, 2023
James Michael MilfordCreative Planning independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2023May 22, 2023 (59 d)
Deanna Joyce HarlessCreative Planning independent RIABernard Wealth Management Corp. independent RIARIA to RIAMar 22, 2023Jan 1, 2025 (651 d)
Jason WattersCreative Planning independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2023Aug 12, 2026 (1317 d)
Jeffrey Scott WhiteCreative Planning independent RIAKera Capital Partners independent RIARIA to RIADec 5, 2022Dec 2, 2022
Jueryll Normand B BuanCreative Planning independent RIAOnedigital institutionalOtherNov 18, 2022Dec 14, 2022
Michael Adam JohnsonCreative Planning independent RIAWoodbury Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2022Nov 1, 2022
Erica Nicole JamesCreative Planning independent RIASignify Wealth LLC independent RIARIA to RIAOct 24, 2022Feb 13, 2023 (112 d)
Michael David BallCreative Planning independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2022Sep 30, 2022
James R. FlemingCreative Planning independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 23, 2022Sep 1, 2022
Aaron Michael CoatesCreative Planning independent RIAFoothills Advisors, LLC independent RIARIA to RIAAug 15, 2022Oct 21, 2022 (67 d)
Cody Stratton CarpenterCreative Planning independent RIAUmb Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2022Sep 9, 2022 (38 d)
Joshi KoneruCreative Planning independent RIAWatershed Private Wealth independent RIARIA to RIAJul 20, 2022Aug 1, 2022
Matthew Gerald LordCreative Planning independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 5, 2022Sep 16, 2022 (73 d)
Kathleen Ruth AicherCreative Planning independent RIARetirement And Wealth At Alliant, LLC institutionalOtherJun 30, 2022Jul 26, 2022
Daniel Joseph ShearmanCreative Planning independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2022Sep 30, 2022 (93 d)
Shayna Amalie LebowitzCreative Planning independent RIAMason Investment Advisory Services Inc mixed wealthRIA to RIAJun 6, 2022Sep 19, 2023 (470 d)
Joshua Eugene LandCreative Planning independent RIAEp Wealth Advisors independent RIARIA to RIAJun 6, 2022Dec 2, 2025 (1275 d)
Zachary Wayne BradfordCreative Planning independent RIATenet Retirement Services LLC state registeredRIA to a state-registered adviserMay 31, 2022Aug 11, 2022 (72 d)
Jared WegrzynCreative Planning independent RIALiberty Wealth Management, LLC independent RIARIA to RIAMay 31, 2022Nov 10, 2022 (163 d)
Jake Thomas FaucettCreative Planning independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 31, 2022Jul 22, 2022 (52 d)
David Thomas WalshCreative Planning independent RIADynamic Wealth LLC state registeredRIA to a state-registered adviserApr 29, 2022Oct 1, 2024 (886 d)
Cameron Luke JuhnkeCreative Planning independent RIADynamic independent RIARIA to RIAApr 12, 2022Jul 17, 2024 (827 d)
Eric AnthonyCreative Planning independent RIAHorizon Investments LLC asset managerOtherMar 31, 2022Apr 8, 2022
Joseph Timothy NilsenCreative Planning independent RIAWorld Investment Advisors, LLC institutionalOtherMar 21, 2022Mar 30, 2022
Kelly Nicole FreemanCreative Planning independent RIAMattern Capital Management, LLC independent RIARIA to RIAFeb 16, 2022Mar 11, 2024 (754 d)
William BehlingCreative Planning independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAFeb 4, 2022Oct 17, 2023 (620 d)
Tiffany Yolanda JohnsonCreative Planning independent RIAPiece Of Wealth Planning LLC state registeredRIA to a state-registered adviserFeb 1, 2022Feb 24, 2022
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209 moves match.