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 Institutional Advisors, 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.

AdvisorFromToTypeLeftRegistered
Sarah Elizabeth ParkerCreative Planning Institutional Advisors, LLC institutionalFiduciary Advisors, LLC institutionalOtherAug 4, 2026Aug 12, 2026
Lester Scott PyleCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherAug 3, 2026Jun 29, 2023
John Michael SchindlerCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherJul 14, 2026Apr 23, 2024
Kasi Richardson BoylesCreative Planning Institutional Advisors, LLC institutionalOnedigital institutionalOtherApr 3, 2026Apr 6, 2026
Michael Stuart RankinCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherApr 2, 2026Jun 29, 2023
Sam George LaunderCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherApr 2, 2026Apr 1, 2026
Henry Dean LevisCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherApr 2, 2026Apr 1, 2026
Colin Michael RogersCreative Planning Institutional Advisors, LLC institutionalDimensional Fund Advisors LP asset managerOtherApr 1, 2026Apr 8, 2026
Sherise Lanay SteeleCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherMar 17, 2026May 30, 2025
Sophie Anne BenanderCreative Planning Institutional Advisors, LLC institutionalSentinel Pension Advisors, LLC. institutionalOtherMar 17, 2026Aug 21, 2026 (157 d)
Bismarck O. DarkoCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherMar 16, 2026May 16, 2024
Brock Martin BeckerCreative Planning Institutional Advisors, LLC institutionalSageview Private Client Group, LLC no RAUMOtherMar 13, 2026Mar 9, 2015
Jennifer Marie JorgensonCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherJan 29, 2026Jan 8, 2026
Gregory Andrew KoehlerCreative Planning Institutional Advisors, LLC institutionalCetera Investment Advisers LLC BD affiliatedOtherJan 26, 2026Jun 29, 2023
Mallory ArmijoCreative Planning Institutional Advisors, LLC institutionalPrime Capital Financial mixed wealthOtherJan 26, 2026Jan 29, 2026
William Lawrence KesselCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 20, 2026Jan 5, 2026
David O'DayCreative Planning Institutional Advisors, LLC institutionalEmpirical Wealth Management independent RIAOtherJan 20, 2026May 6, 2026 (106 d)
Sharina Maria MeridCreative Planning Institutional Advisors, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherJan 9, 2026Feb 4, 2021
Nicholas Stephen LambCreative Planning Institutional Advisors, LLC institutionalCetera Advisors LLC BD affiliatedOtherJan 2, 2026Mar 15, 2024
Nicholas David FallerCreative Planning Institutional Advisors, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherDec 19, 2025Feb 24, 2023
Randall Craig LongCreative Planning Institutional Advisors, LLC institutionalSortino Investment Management, LLC unclassifiedOtherDec 18, 2025Jan 4, 2007
Dagmara Katarzyna FrankowskaCreative Planning Institutional Advisors, LLC institutionalBtg Pactual Asset Management US , LLC asset managerOtherDec 9, 2025Dec 9, 2025
Jonathan Clinton CampbellCreative Planning Institutional Advisors, LLC institutionalRfg Advisory, LLC independent RIAOtherOct 14, 2025Sep 8, 2025
Caleb Andrew SmithCreative Planning Institutional Advisors, LLC institutionalWestmoor Wealth LLC state registeredOtherAug 14, 2025Jan 2, 2026 (141 d)
Alice ReganCreative Planning Institutional Advisors, LLC institutionalSummitpoint Capital Management independent RIAOtherJul 18, 2025Sep 25, 2025 (69 d)
Angelica Vernay ProctorCreative Planning Institutional Advisors, LLC institutionalVanguard Advisers, Inc. BD affiliatedOtherJul 14, 2025Sep 4, 2025 (52 d)
Brandon LozaCreative Planning Institutional Advisors, LLC institutionalMorgan Stanley wirehouseOtherMay 12, 2025Jul 16, 2025 (65 d)
Linda Nmn GrizelyCreative Planning Institutional Advisors, LLC institutionalNectarine no RAUMOtherApr 8, 2025Jan 15, 2026 (282 d)
Michelle KleinCreative Planning Institutional Advisors, LLC institutionalWealthera Financial Planning state registeredOtherFeb 5, 2025Sep 2, 2026 (574 d)
Cesar Alonzo RomeroCreative Planning Institutional Advisors, LLC institutionalPrincipal Securities, Inc. BD affiliatedOtherFeb 4, 2025Feb 28, 2025
Chandra Ellen HalversonCreative Planning Institutional Advisors, LLC institutionalStrategic Wealth Investment Group, LLC independent RIAOtherJun 13, 2024Feb 24, 2025 (256 d)
Maria Linda KaminCreative Planning Institutional Advisors, LLC institutionalProsperity Capital Advisors independent RIAOtherApr 15, 2024Oct 2, 2025 (535 d)
Justin S PalettCreative Planning Institutional Advisors, LLC institutionalAdvice And Planning Services BD affiliatedOtherApr 11, 2024May 29, 2024 (48 d)
Renae RansdellCreative Planning Institutional Advisors, LLC institutionalDiversified, LLC independent RIAOtherMar 8, 2024Mar 8, 2024
Stephen Adam MazerCreative Planning Institutional Advisors, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherJan 22, 2024Feb 17, 2023
Natalie Joy BrentCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 5, 2024
Kevin Glen WardCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 5, 2024
Kindra Jean ByerlyCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 5, 2024
Alexis Ann ZuccaroCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 5, 2024
Jared Paul RemeszCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 5, 2024
Mary Grace AlesCreative Planning Institutional Advisors, LLC institutionalCetera Advisors LLC BD affiliatedOtherJan 5, 2024Sep 14, 2023
Morgan Callahan GolichCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJan 5, 2024Jan 12, 2024
Elizabeth Nora McgeeCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherDec 15, 2023Dec 15, 2023
Bradford Peter WhiteCreative Planning Institutional Advisors, LLC institutionalSowell Management independent RIAOtherNov 8, 2023Nov 9, 2023
Andrew Martin SpearmanCreative Planning Institutional Advisors, LLC institutionalRaymond James & Associates, Inc. national BDOtherNov 3, 2023Nov 3, 2023
Monica Kostrzewa IvinsCreative Planning Institutional Advisors, LLC institutionalRather & Kittrell, Inc. independent RIAOtherSep 11, 2023Sep 27, 2023
Dak H SpiveyCreative Planning Institutional Advisors, LLC institutionalCorient independent RIAOtherJun 29, 2023Aug 10, 2023 (42 d)
Fabrizio GiaconaCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJun 15, 2023Jun 15, 2023
Robert Anderson PearlCreative Planning Institutional Advisors, LLC institutionalOsaic Advisory Services, LLC BD affiliatedOtherJun 15, 2023Jun 15, 2023
Randi Lynn HarrisonCreative Planning Institutional Advisors, LLC institutionalLPL Financial LLC BD affiliatedOtherJun 7, 2023Jun 27, 2023
Warren Davis WatersCreative Planning Institutional Advisors, LLC institutionalLPL Financial LLC BD affiliatedOtherMay 31, 2023May 30, 2023
John Michael EhlersCreative Planning Institutional Advisors, LLC institutionalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 13, 2023Mar 1, 2023
Ji Mi KimCreative Planning Institutional Advisors, LLC institutionalPasadena Private Wealth, LLC independent RIAOtherJan 31, 2023Jan 21, 2025 (721 d)
Kyle Robert SeemanCreative Planning Institutional Advisors, LLC institutionalLPL Financial LLC independent RIAOtherDec 8, 2022Jan 23, 2023 (46 d)
Ryan A MaglioCreative Planning Institutional Advisors, LLC institutionalWells Fargo Advisors wirehouseOtherDec 1, 2022Dec 7, 2022
James Derrick HenryCreative Planning Institutional Advisors, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherJun 22, 2022Jan 8, 2020
Daniel John CostiganCreative Planning Institutional Advisors, LLC institutionalTwo Palms Financial state registeredOtherMar 21, 2022Nov 25, 2024 (980 d)
Marek P PfeilCreative Planning Institutional Advisors, LLC otherWorld Investment Advisors, LLC BD affiliatedOtherMar 26, 2019Apr 9, 2019
Maria Louise CallaghanCreative Planning Institutional Advisors, LLC otherThe Harbor Group, Inc. independent RIAOtherJan 7, 2019Feb 6, 2019
Jason Riley MccoyCreative Planning Institutional Advisors, LLC otherJ.P. Morgan Private Wealth Advisors LLC mixed wealthOtherMay 23, 2018Jun 5, 2018
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73 moves match.