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
Douglas Eugene Henke	Creative Financial Designs, Inc. other	American Investors Group, Inc. unclassified	Other	Aug 25, 2017	Nov 10, 2017 (77 d)
Philip James Cooper	Creative Financial Designs, Inc. other	Ae Wealth Management, LLC other	Other	May 30, 2017	May 17, 2017
Richard Wayne Parsons	Creative Financial Designs, Inc. other	USA Financial Securities LLC other	Other	May 8, 2017	May 1, 2017
Kendall Stephan Stahl	Creative Financial Designs, Inc. other	Ae Wealth Management, LLC other	Other	Apr 12, 2017	Jan 24, 2017
Travis Craig Simas	Creative Financial Designs, Inc. other	Osaic Fa, Inc. other	Other	Mar 14, 2017	Mar 13, 2017
Robert John Netzly	Creative Financial Designs, Inc. other	Inspire Investing, LLC mixed wealth	Other	Feb 2, 2017	Aug 7, 2020 (1282 d)
Kevin Dale Alexander	Creative Financial Designs, Inc. other	Capital Retirement Planning, LLC state registered	Other	Dec 31, 2016	Nov 8, 2017 (312 d)
David L Winner	Creative Financial Designs, Inc. other	Winner Wealth Management state registered	Other	Dec 31, 2016	Mar 13, 2017 (72 d)
Joseph Verissimo	Creative Financial Designs, Inc. other	Inspire Investing, LLC other	Other	Dec 31, 2016	Aug 5, 2015
Sean R Hansen	Creative Financial Designs, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Dec 31, 2016	Jan 18, 2017
Kevin Patrick Smith	Creative Financial Designs, Inc. other	Sgl Financial, LLC independent RIA	Other	Aug 31, 2016	Aug 21, 2018 (720 d)
Aaron Douglas Moon	Creative Financial Designs, Inc. other	Inspire Investing, LLC other	Other	Aug 31, 2016	Apr 19, 2016
Neal David Clemens	Creative Financial Designs, Inc. other	USA Financial Securities LLC other	Other	Jul 20, 2016	Jul 14, 2016
Carlos Lopez	Creative Financial Designs, Inc. other	Inspire Investing, LLC other	Other	Jun 30, 2016	Jun 21, 2016
Caleb Lawrence	Creative Financial Designs, Inc. other	Caleb Lawrence Registered Investment Adviser Inc. state registered	Other	Jun 30, 2016	Mar 28, 2006
John Wade Elliott	Creative Financial Designs, Inc. other	Investment Centers Of America, Inc. other	Other	Jun 30, 2016	Jun 29, 2016
Matthew Fuhrman	Creative Financial Designs, Inc. other	Strategic Advisers LLC national BD	Other	Dec 23, 2015	Aug 31, 2017 (617 d)
Bryan Eugene Donaugh	Creative Financial Designs, Inc. other	Valic Financial Advisors, Inc. other	Other	Dec 16, 2015	Jan 11, 2016
Maureen Lynn O'Hara-Ganz	Creative Financial Designs, Inc. other	R & M Consultants, Ltd. state registered	Other	Nov 20, 2015	Oct 28, 2016 (343 d)
Austin Joseph Crites	Creative Financial Designs, Inc. other	Goelzer Investment Management other	Other	Sep 15, 2015	Nov 4, 2015 (50 d)
Christin Nicole Clark	Creative Financial Designs, Inc. other	Osaic Fa, Inc. other	Other	Jul 21, 2015	Jul 15, 2015
Genan Marie Kirby	Creative Financial Designs, Inc. other	Fifth Third Securities, Inc. other	Other	Jun 24, 2015	Aug 21, 2015 (58 d)
Tiffany Elise Tippins	Creative Financial Designs, Inc. other	Avantax Advisory Services other	Other	May 29, 2015	Jun 9, 2015
William Carlson Nagy	Creative Financial Designs, Inc. other	Silver Oak Securities, Inc. other	Other	Apr 7, 2015	Apr 7, 2015
William Owen Wright	Creative Financial Designs, Inc. other	Wall Street Financial Group, Inc other	Other	Jan 21, 2015	Feb 25, 2015 (35 d)
Travis Lynn Chance	Creative Financial Designs, Inc. other	Cfg Wealth Management, LLC state registered	Other	Dec 31, 2014	Jan 8, 2015
Thomas Eric Schneider	Creative Financial Designs, Inc. other	Gradient Advisors, LLC other	Other	Jul 1, 2014	Jul 3, 2014
Matthew Paul Bonito	Creative Financial Designs, Inc. other	Edelman Financial Services, LLC other	Other	Dec 31, 2013	Jan 14, 2014
Michael Grant Randolph	Creative Financial Designs, Inc. other	Valic Financial Advisors, Inc. other	Other	Nov 15, 2013	Nov 19, 2013
Marc Harris Bettinger	Creative Financial Designs, Inc. other	MML Investors Services, LLC other	Other	Sep 3, 2013	Jun 24, 2015 (659 d)
John Radford Compton	Creative Financial Designs, Inc. other	F500 Advisory Services, Inc. other	Other	Jul 2, 2013	Oct 1, 2014 (456 d)
David Robert Newbill	Creative Financial Designs, Inc. other	Regal Investment Advisors LLC other	Other	Dec 3, 2012	Dec 5, 2012
Robert Frank Hopper	Creative Financial Designs, Inc. other	Advisor Resource Council other	Other	Mar 30, 2012	Feb 10, 2015 (1047 d)
Gene Robert Austin	Creative Financial Designs, Inc. other	Austin Financial Strategies, Inc. state registered	Other	Feb 15, 2012	Feb 13, 2012
Ronald Harry Jaster	Creative Financial Designs, Inc. other	Faithful Steward Wealth Management, Inc. state registered	Other	Dec 31, 2011	Dec 14, 2011
Robert Wayne Willsey	Creative Financial Designs, Inc. other	Austin Financial Strategies, Inc. state registered	Other	Jul 1, 2011	Feb 1, 2013 (581 d)
Price Chipley French	Creative Financial Designs, Inc. other	Nfp Advisor Services, LLC other	Other	Mar 31, 2011	Mar 31, 2011
Melvin Adolf Goss	Creative Financial Designs, Inc. other	Silver Oak Securities, Inc. other	Other	Nov 22, 2010	Dec 2, 2010
Vincent Dipaola	Creative Financial Designs, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 23, 2010	Aug 23, 2010
Christopher Michael Rogers	Creative Financial Designs, Inc. other	MML Investors Services, LLC other	Other	Mar 18, 2010	Jan 20, 2011 (308 d)
Michael David Eardley	Creative Financial Designs, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Nov 30, 2009	Jan 12, 2010 (43 d)
John William Bach	Creative Financial Designs, Inc. other	Morgan Stanley wirehouse	Other	Nov 23, 2009	Oct 15, 2009
Hakeem Jamil Webb	Creative Financial Designs, Inc. other	National Christian Financial Advisors, Inc no RAUM	Other	Mar 18, 2009	May 2, 2011 (775 d)
Robert Wayne Willsey	Creative Financial Designs, Inc. other	Spc other	Other	Jun 4, 2008	Jun 5, 2008
Roy Matthew Strong	Creative Financial Designs, Inc. other	Strong Financial Services state registered	Other	Apr 4, 2008	Feb 7, 2014 (2135 d)
Steven Craig Neustaedter	Creative Financial Designs, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 31, 2008	Feb 6, 2008
Jeffrey A Kirk	Creative Financial Designs, Inc. other	Principal Securities, Inc. other	Other	Jul 2, 2007	Aug 7, 2007 (36 d)
Matthew Ralph Keyes	Creative Financial Designs, Inc. other	Principal Securities, Inc. other	Other	Jun 15, 2007	Jul 5, 2007
Ricky L Bain	Creative Financial Designs, Inc. other	Securities America Advisors, Inc. other	Other	Mar 29, 2007	Mar 29, 2007
Eric John Zebrauskas	Creative Financial Designs, Inc. other	Concourse Financial Group Advisors other	Other	Nov 9, 2006	Nov 14, 2006
Damon John Bates	Creative Financial Designs, Inc. other	Wamu Investments, Inc. unclassified	Other	Jun 13, 2006	Jul 10, 2006
Mary Kathryn Sommers Carden	Creative Financial Designs, Inc. other	Next Financial Group, Inc. other	Other	Mar 8, 2006	Mar 22, 2006
Mark Augustine Kollar	Creative Financial Designs, Inc. other	J. W. Cole Advisors, Inc. other	Other	Nov 28, 2005	Feb 2, 2006 (66 d)
Leland Michael Lanway	Creative Financial Designs, Inc. other	Resource Horizons Group LLC unclassified	Other	Dec 1, 2004	Mar 22, 2005 (111 d)
Vincent Albert Vantassel	Creative Financial Designs, Inc. other	United Advisors America independent RIA	Other	Nov 30, 2004	Jan 1, 2025 (7337 d)
Matthew Lawrence Darpel	Creative Financial Designs, Inc. other	Pan-American Investment Advisers, Inc. unclassified	Other	Nov 19, 2003	May 18, 2004 (181 d)

Page 2 of 2Previous

116 moves match.