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 Solutions, LLC
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 |
|---|---|---|---|---|---|
| Ryan W. Garland | Creative Financial Solutions, LLC state registered | Savvy independent RIA | Other | Nov 4, 2025 | Dec 5, 2025 (31 d) |
| Andrew James Lehman | Creative Financial Solutions, LLC state registered | Chase Investment Services Corp. other | Other | Feb 19, 2010 | Feb 9, 2010 |
| Kevin Scott Dick | Creative Financial Solutions, LLC state registered | Sterne Agee Investment Advisor Services, Inc. other | Other | Dec 31, 2006 | Jan 2, 2002 |
| William Bret Hensley | Creative Financial Solutions, LLC state registered | Sterne Agee Investment Advisor Services, Inc. other | Other | Dec 31, 2006 | Jul 7, 2000 |
| Mark Richard Casto | Creative Financial Solutions, LLC state registered | Sterne Agee Investment Advisor Services, Inc. other | Other | Dec 31, 2006 | Jul 7, 2000 |
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5 moves match.