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 Financial Designs, Inc.
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 |
|---|---|---|---|---|---|
| Stephen Craig Matson | Creative Financial Designs, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 27, 2026 | May 27, 2026 |
| Macy Rose Fingerhut Reimbold | Creative Financial Designs, Inc. BD affiliated | Domain Money Advisors, LLC no RAUM | Other | Apr 20, 2026 | May 1, 2026 |
| James Edward Kelley | Creative Financial Designs, Inc. BD affiliated | Caliber Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Feb 4, 2026 (35 d) |
| Jared Shawn Argo | Creative Financial Designs, Inc. BD affiliated | Advisor Share Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Sep 10, 2026 (253 d) |
| Robert Michael Fredrikson | Creative Financial Designs, Inc. BD affiliated | Generational Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Oct 2, 2025 |
| Julian Treves | Creative Financial Designs, Inc. BD affiliated | Avise Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Jan 24, 2025 |
| Anthony Mark Montenegro | Creative Financial Designs, Inc. BD affiliated | The Blackmont Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 26, 2024 | Sep 27, 2024 |
| Gabriela Rubio | Creative Financial Designs, Inc. BD affiliated | The Blackmont Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 24, 2024 | Apr 29, 2026 (582 d) |
| Earl Ray Brown-Orth | Creative Financial Designs, Inc. BD affiliated | Pathway Asset & Tax Advisory state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 20, 2024 | Jul 17, 2026 (665 d) |
| Richard Arthur Deyo | Creative Financial Designs, Inc. BD affiliated | Harbour Investments, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2024 | Jul 11, 2024 |
| Edward C Irwin | Creative Financial Designs, Inc. BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2024 | Jun 5, 2024 |
| Gary Robert Reese | Creative Financial Designs, Inc. BD affiliated | Wealthbuilders Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | May 27, 2024 (73 d) |
| Jeffrey James Lovett | Creative Financial Designs, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2023 | Nov 27, 2023 |
| Cole Andrew Swearingen | Creative Financial Designs, Inc. BD affiliated | Curi Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2023 | Apr 4, 2023 (33 d) |
| Mark Gerard Loftus | Creative Financial Designs, Inc. BD affiliated | Integrity Investors, L.L.C. unclassified | Other | Aug 8, 2022 | Feb 1, 2023 (177 d) |
| Douglas Eugene Henke | Creative Financial Designs, Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2022 | Mar 28, 2022 |
| Anthony James Navarro | Creative Financial Designs, Inc. BD affiliated | Murray Street Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2021 | Feb 2, 2022 (33 d) |
| Robin K Runco | Creative Financial Designs, Inc. BD affiliated | Ip Financial Advisory Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2021 | Jan 1, 2025 (1134 d) |
| Jeffrey J Johnson | Creative Financial Designs, Inc. BD affiliated | Ip Financial Advisory Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2021 | Nov 12, 2021 |
| Maylin Lema | Creative Financial Designs, Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2021 | Dec 22, 2021 (51 d) |
| Candace Gilles | Creative Financial Designs, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Aug 25, 2021 |
| John Allan Poage | Creative Financial Designs, Inc. BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2020 | Dec 7, 2020 |
| Anthony Mark Montenegro | Creative Financial Designs, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2020 | Sep 16, 2020 |
| Nicholas Glen Daniels | Creative Financial Designs, Inc. BD affiliated | Tree City Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2020 | Jul 7, 2020 |
| Kim I Marshall | Creative Financial Designs, Inc. BD affiliated | Harbour Investments, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2020 | Jan 7, 2022 (674 d) |
| William Paul Gettings | Creative Financial Designs, Inc. BD affiliated | Gettings Busch Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2019 | Feb 1, 2020 (32 d) |
| James Thomas Macdonald | Creative Financial Designs, Inc. BD affiliated | Gettings Busch Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2019 | Jan 2, 2020 |
| William J Cardwell | Creative Financial Designs, Inc. BD affiliated | Gettings Busch Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2019 | Jan 2, 2020 |
| David Blake Granson | Creative Financial Designs, Inc. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jan 6, 2020 |
| Scott Charles Busch | Creative Financial Designs, Inc. BD affiliated | Gettings Busch Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2019 | Jan 2, 2020 |
| Eric Jose Medina | Creative Financial Designs, Inc. BD affiliated | Ip Financial Advisory Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2019 | Jan 9, 2020 |
| Jeff Kantor | Creative Financial Designs, Inc. BD affiliated | Ip Financial Advisory Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2019 | Dec 10, 2019 |
| Scott Edward Oliphant | Creative Financial Designs, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2019 | Mar 21, 2024 (1554 d) |
| Christopher Jennings Burnett | Creative Financial Designs, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2019 | Mar 21, 2024 (1554 d) |
| Thomas Jefferson Faulconer | Creative Financial Designs, Inc. BD affiliated | Archer Investment Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2019 | Nov 28, 2019 |
| James Arthur Russell | Creative Financial Designs, Inc. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2019 | Jul 29, 2019 |
| Kyle Smith | Creative Financial Designs, Inc. BD affiliated | Mwa Financial Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2019 | Mar 20, 2020 (248 d) |
| Richard Albert Wilson | Creative Financial Designs, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2019 | May 15, 2024 (1843 d) |
| David William Heichel | Creative Financial Designs, Inc. BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2019 | Mar 5, 2019 |
| John William Dean | Creative Financial Designs, Inc. BD affiliated | Independent Advisor Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2019 | Apr 9, 2019 (35 d) |
| Dhruv Pershad Gupta | Creative Financial Designs, Inc. BD affiliated | Emerson Equity LLC other | Other | Feb 8, 2019 | Feb 5, 2019 |
| Todd M Lesage | Creative Financial Designs, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 5, 2019 | Mar 12, 2019 (35 d) |
| Martin Charles Terry | Creative Financial Designs, Inc. BD affiliated | Cuna Brokerage Services, Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2018 | Oct 9, 2018 |
| Grier Chandler Edwards | Creative Financial Designs, Inc. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Aug 28, 2018 | Mar 25, 2019 (209 d) |
| Thorn Michael Murphy | Creative Financial Designs, Inc. BD affiliated | Prime Capital Financial other | Other | Aug 27, 2018 | Aug 22, 2018 |
| Colt A Ryan | Creative Financial Designs, Inc. BD affiliated | Prime Capital Financial other | Other | Aug 27, 2018 | Aug 22, 2018 |
| James S Boys | Creative Financial Designs, Inc. BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2018 | Aug 1, 2018 |
| Daniel Lashalle Gordon | Creative Financial Designs, Inc. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2018 | Sep 20, 2018 (90 d) |
| Scott Alan Adams | Creative Financial Designs, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 8, 2018 | May 29, 2018 |
| Dale Jerome Immekus | Creative Financial Designs, Inc. other | Independent Financial Group, LLC other | Other | Feb 2, 2018 | Jan 29, 2018 |
| Richard Albert Wilson | Creative Financial Designs, Inc. other | Pruco Securities, LLC BD affiliated | Other | Jan 2, 2018 | Apr 25, 2018 (113 d) |
| Justin Jon Barham | Creative Financial Designs, Inc. other | Triumph Wealth Advisors, Inc. independent RIA | Other | Dec 31, 2017 | Jan 3, 2018 |
| Avery Joseph Hasenauer | Creative Financial Designs, Inc. other | Rehmann Wealth other | Other | Dec 12, 2017 | Jan 2, 2018 |
| John Mark Creekmur | Creative Financial Designs, Inc. other | Ae Wealth Management, LLC other | Other | Nov 9, 2017 | Oct 18, 2017 |
| Andrew W Roller | Creative Financial Designs, Inc. other | Independent Advisor Alliance, LLC other | Other | Nov 9, 2017 | Oct 23, 2017 |
| Andrew Doyle Creekmur | Creative Financial Designs, Inc. other | Ae Wealth Management, LLC other | Other | Nov 9, 2017 | Oct 18, 2017 |
| James Herold Anderson | Creative Financial Designs, Inc. other | Ae Wealth Management, LLC other | Other | Nov 9, 2017 | Oct 18, 2017 |
| H Dewey Thompson | Creative Financial Designs, Inc. other | Independent Advisor Alliance, LLC other | Other | Nov 8, 2017 | Oct 23, 2017 |
| Sharon Kay Conner | Creative Financial Designs, Inc. other | Independent Advisor Alliance, LLC independent RIA | Other | Oct 31, 2017 | Aug 31, 2018 (304 d) |
| Rachael M. Camp | Creative Financial Designs, Inc. other | J.P. Morgan Securities LLC wirehouse | Other | Oct 2, 2017 | Oct 13, 2017 |
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116 moves match.