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
Kwasi Boahen MaafohCreative Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJan 12, 2022Aug 23, 2022 (223 d)
Dylan Stone GreerCreative Planning independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAJan 3, 2022Mar 16, 2022 (72 d)
Michael Patrick GreenCreative Planning independent RIAThree Twenty One Financial Outfitters unclassifiedOtherDec 6, 2021Jan 2, 2022
Grant Thomas StilesCreative Planning independent RIARise Retirement, LLC state registeredRIA to a state-registered adviserDec 1, 2021Dec 1, 2021
Matthew Gary FischerCreative Planning independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 18, 2021Nov 9, 2021
Robin Cochrane YacovettaCreative Planning independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAAug 30, 2021Sep 21, 2021
Derrick Salvador AvelarCreative Planning independent RIABenchmark Advisory Services, LLC independent RIARIA to RIAAug 17, 2021Aug 17, 2021
Robert Everett CiulloCreative Planning independent RIAAlera Investment Advisors, LLC independent RIARIA to RIAAug 10, 2021Apr 11, 2022 (244 d)
Yuyen ChangCreative Planning independent RIAKayne Anderson Rudnick Investment Management, LLC otherOtherJul 14, 2021Jun 30, 2022 (351 d)
Andrell Vesean AdamsCreative Planning independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 16, 2021Jun 29, 2021
Mason Lee PaulusCreative Planning independent RIANomura Investment Management Business Trust otherOtherJun 9, 2021Jun 24, 2021
Mark KuniholmCreative Planning independent RIABogart Wealth, LLC independent RIARIA to RIAJun 8, 2021Jul 22, 2021 (44 d)
Michael Paul RussellCreative Planning independent RIACetera Planning Partners independent RIARIA to RIAMay 18, 2021Mar 28, 2022 (314 d)
Danielle Marie BrownCreative Planning independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 18, 2021Sep 2, 2022 (472 d)
Sean Thomas LambCreative Planning independent RIASpotlight Asset Group independent RIARIA to RIAMay 3, 2021Jun 22, 2021 (50 d)
Rinar Stewart EricksonCreative Planning independent RIACapita Financial Network, LLC independent RIARIA to RIAApr 29, 2021May 4, 2021
Jessica May RoksCreative Planning independent RIAEmpirical Wealth Management independent RIARIA to RIAApr 20, 2021Jun 21, 2021 (62 d)
Grant Prescott FullerCreative Planning independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2021Jul 2, 2021 (86 d)
Jason James KaneCreative Planning independent RIAKane Company Wealth Management, Inc. independent RIARIA to RIAMar 23, 2021Mar 22, 2021
Cynthia Rose SforzaCreative Planning independent RIATowneley Capital Management, Inc. mixed wealthRIA to RIAMar 2, 2021Mar 16, 2021
David Michael SparksCreative Planning independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2021Mar 2, 2021
Ryan Royce BergesCreative Planning independent RIAOrion Portfolio Solutions, LLC independent RIARIA to RIAJan 5, 2021Jun 7, 2021 (153 d)
Matthew D ArnoldCreative Planning independent RIAFisher Investments independent RIARIA to RIANov 10, 2020Nov 22, 2020
Tammy Anne TrentaCreative Planning independent RIARunning Point Capital Advisors LLC independent RIARIA to RIASep 16, 2020Sep 25, 2020
Jordan M SwisherCreative Planning independent RIA6 Meridian LLC independent RIARIA to RIASep 16, 2020Oct 6, 2020
Ryan Lloyd HendersonCreative Planning independent RIAFourthought Private Wealth independent RIARIA to RIAJun 26, 2020Oct 14, 2020 (110 d)
Sarah Elizabeth PierceCreative Planning independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 6, 2020Apr 8, 2020
Andrew Eugene NylandCreative Planning independent RIAAe Wealth Management, LLC independent RIARIA to RIAMar 25, 2020Nov 3, 2020 (223 d)
Timothy Coleman WomackCreative Planning independent RIAMid-American Wealth Advisory Group no RAUMRIA to a newly registered adviserDec 20, 2019Mar 20, 2020 (91 d)
Steven Brian MurrayCreative Planning independent RIANovadius Wealth Management independent RIARIA to RIADec 20, 2019Sep 15, 2020 (270 d)
Alexis BarlingCreative Planning independent RIACetera Planning Partners independent RIARIA to RIASep 9, 2019Sep 13, 2019
Thomas Russell PargettCreative Planning independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIASep 9, 2019Sep 19, 2019
Richard Coleman LunsfordCreative Planning independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 29, 2019Oct 6, 2021 (769 d)
Joe Phouthala SophaCreative Planning independent RIAEmpower Advisory Group, LLC otherOtherAug 16, 2019May 20, 2021 (643 d)
Jason Christopher ImlayCreative Planning independent RIAPostrock Partners LLC mixed wealthRIA to RIAAug 2, 2019Apr 30, 2026 (2463 d)
Patrick Neil ElliottCreative Planning independent RIAFacet independent RIARIA to RIAAug 2, 2019Jul 21, 2020 (354 d)
Eric ChenCreative Planning independent RIARegentatlantic independent RIARIA to RIAJul 25, 2019Sep 18, 2019 (55 d)
Jennifer CulhaneCreative Planning independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJul 24, 2019Nov 16, 2020 (481 d)
Eduardo Ariel GonzalezCreative Planning independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMay 31, 2019Jul 23, 2019 (53 d)
Amy Lynn WarrenderCreative Planning independent RIASouthstate Private Capital Management LLC independent RIARIA to RIAApr 1, 2019May 20, 2020 (415 d)
Andrew Brandt BradshawCreative Planning independent RIATower Wealth Managers otherOtherDec 18, 2018Dec 26, 2018
Nicole Renee SimpsonCreative Planning independent RIAThe Financial Healer unclassifiedOtherOct 22, 2018Sep 23, 2019 (336 d)
Kyle Wayne RudduckCreative Planning independent RIAConstellation Wealth Advisors, LLC independent RIARIA to RIAOct 2, 2018Oct 15, 2018
Ralph Taylor RiglerCreative Planning independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankSep 21, 2018Mar 26, 2019 (186 d)
Adam Jonathan PriceCreative Planning independent RIAStrategic Wealth Partners independent RIARIA to RIASep 12, 2018Sep 25, 2018
Daniel Scott ReiterCreative Planning independent RIAProsperity Planning no RAUMRIA to a newly registered adviserJul 30, 2018Sep 6, 2018 (38 d)
Daniel Allen HammCreative Planning independent RIAAmerican Century Investments Private Client Group, Inc. independent RIARIA to RIAJul 24, 2018Jul 25, 2018
Nilesh Imanuel ChristianCreative Planning independent RIAMariner independent RIARIA to RIAApr 9, 2018Apr 12, 2018
Kyle Lynn MooreCreative Planning independent RIACuna Brokerage Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 9, 2018May 3, 2019 (389 d)
Christopher R HerbCreative Planning otherStrategic Advisers LLC national BDOtherMar 19, 2018Apr 20, 2018 (32 d)
Scott Daniel SchloegelCreative Planning otherOsaic Wealth, Inc. BD affiliatedOtherMar 6, 2018Apr 13, 2018 (38 d)
Jaret Lee TidwellCreative Planning otherVanguard Advisers, Inc. BD affiliatedOtherFeb 20, 2018Oct 11, 2018 (233 d)
Thomas Jon CasperCreative Planning otherCamarda Wealth Advisory Group independent RIAOtherFeb 9, 2018Feb 17, 2022 (1469 d)
Edward Stephen DevineCreative Planning otherRoth Builder Investments state registeredOtherJan 18, 2018Apr 29, 2021 (1197 d)
Alejandro SiqueirosCreative Planning otherPrime Capital Financial mixed wealthOtherDec 8, 2017Feb 2, 2018 (56 d)
Jennifer Nicole OverhoffCreative Planning otherLPL Financial LLC independent RIAOtherOct 18, 2017Sep 26, 2018 (343 d)
Alexandra Conroy BaigCreative Planning otherCompanions On Your Journey state registeredOtherSep 26, 2017Feb 20, 2018 (147 d)
Ryan Anthony ChiaveriniCreative Planning otherMeritage Portfolio Management, Inc. independent RIAOtherSep 18, 2017Jun 27, 2018 (282 d)
Michael Edward MitchellCreative Planning otherSpotlight Asset Group no RAUMOtherMay 8, 2017May 8, 2017
Stephen Albert GrecoCreative Planning otherSpotlight Asset Group no RAUMOtherMar 3, 2017May 8, 2017 (66 d)
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209 moves match.