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
Simon Y Chung	Creative Planning other	Sorrento Pacific Financial, LLC other	Other	Feb 15, 2017	Jul 25, 2017 (160 d)
Charles Bennett Sachs	Creative Planning other	Kaufman Rossin Wealth, LLC independent RIA	Other	Dec 14, 2016	May 23, 2019 (890 d)
Matthew William Baumann	Creative Planning other	Fisher Investments independent RIA	Other	Nov 7, 2016	Jan 24, 2020 (1173 d)
Michael Lance Rogers	Creative Planning other	Mlr Retirement Services other	Other	Aug 29, 2016	Sep 12, 2017 (379 d)
Jeffrey Michael Isom	Creative Planning other	First Command Advisory Services other	Other	Jul 15, 2016	Sep 1, 2016 (48 d)
Marina Mccleneghen	Creative Planning other	Global Retirement Partners LLC institutional	Other	Jul 1, 2016	Jun 25, 2018 (724 d)
Richard Alexander Leu	Creative Planning other	Bridge Advisory LLC other	Other	Apr 1, 2016	Apr 5, 2016
William Ralph Welborn	Creative Planning other	Hoskins Financial, LLC state registered	Other	Feb 12, 2016	May 18, 2022 (2287 d)
Cynthia Lynn Biernbaum	Creative Planning other	Waddell & Reed other	Other	Dec 3, 2015	Oct 5, 2016 (307 d)
Christopher Alan Wolff	Creative Planning other	Copper Financial other	Other	Nov 2, 2015	Dec 4, 2015 (32 d)
Andrew James Thomas	Creative Planning other	Blooom, Inc. other	Other	Sep 28, 2015	Oct 3, 2015
Alton Ray Meadows	Creative Planning other	Gratus Capital, LLC other	Other	Jul 14, 2015	Oct 14, 2015 (92 d)
Ali Kavianian	Creative Planning other	Churchill Management Group other	Other	Jun 16, 2015	Aug 5, 2015 (50 d)
Amy Clingenpeel Diamond	Creative Planning other	Copperwynd Financial other	Other	May 11, 2015	Oct 1, 2015 (143 d)
Kyle Ray	Creative Planning other	Pure Financial Advisors, LLC other	Other	Apr 24, 2015	May 19, 2015
Roger Van Beveren	Creative Planning other	Strategic Advisers LLC national BD	Other	Jan 9, 2015	Mar 23, 2015 (73 d)
Jared Daniel Stubbs	Creative Planning other	Narus Financial Partners, LLC no RAUM	Other	Sep 23, 2014	Oct 27, 2014 (34 d)
Tracy Jao	Creative Planning other	Consilium Wealth Management other	Other	Jun 20, 2014	Dec 12, 2014 (175 d)
Nephi K. Wijckmans	Creative Planning other	Fisher Investments other	Other	May 16, 2014	Dec 17, 2014 (215 d)
Michael Leo Shea	Creative Planning other	Wealthplan Partners other	Other	May 14, 2014	Nov 3, 2014 (173 d)
Jennifer Elizabeth Cornnell	Creative Planning other	Fisher Investments other	Other	May 14, 2014	Jun 12, 2014
Jedd Morgan Wilson	Creative Planning other	Independent Financial Group, LLC other	Other	Apr 25, 2014	May 7, 2014
Christopher James Benigno	Creative Planning other	Uptown Capital Advisors independent RIA	Other	Mar 31, 2014	Jun 10, 2014 (71 d)
David Benjamin Clarken	Creative Planning other	Wells Fargo Advisors wirehouse	Other	Mar 25, 2014	Jan 6, 2014
Shannon N Yarbrough	Creative Planning other	Yukon Wealth Management, Inc. other	Other	Nov 21, 2012	Nov 29, 2012
Christopher Anthony Marr	Creative Planning other	Strategic Advisers LLC national BD	Other	Oct 19, 2012	Nov 7, 2012
Scott William O'Brien	Creative Planning other	Trovena, LLC. other	Other	May 29, 2012	Jun 11, 2012
Gregory Joseph Keal	Creative Planning other	Park Avenue Securities LLC other	Other	Jun 6, 2005	Jun 21, 2005
Pedro Antonio Martinez	Creative Planning other	New England Securities Corporation other	Other	Mar 27, 2003	Feb 8, 2002

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209 moves match.