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 Creativeone Securities, 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
Jason David BlumCreativeone Securities, LLC otherCetera Investment Advisers LLC otherOtherMar 17, 2017Mar 17, 2017
Cassandra Carol CamererCreativeone Securities, LLC otherTen Capital Wealth Advisors, LLC otherOtherMar 13, 2017Mar 13, 2017
Theodore Robert MeyerCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherJan 30, 2017Jan 26, 2017
John Hardaway HaysCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 3, 2017
Jason James SmitkaCreativeone Securities, LLC otherAe Wealth Management, LLC otherOtherDec 31, 2016Jan 3, 2017
Matthew John GreenCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 5, 2017
Daniel Justin AgemyCreativeone Securities, LLC otherAgemy Wealth Advisors, LLC independent RIAOtherOct 5, 2016Oct 7, 2016
Jeffrey Richard WalkerCreativeone Securities, LLC otherCitizens Securities, Inc. otherOtherJun 28, 2016Jun 29, 2016
Craig James SneddenCreativeone Securities, LLC otherBarber Financial Group otherOtherFeb 9, 2016Apr 13, 2016 (64 d)
Matthew Perry JohnsonCreativeone Securities, LLC otherSound Income Strategies, LLC otherOtherAug 12, 2015Jul 1, 2015
Andrew Allen AgemyCreativeone Securities, LLC otherAgemy Wealth Advisors, LLC independent RIAOtherJul 23, 2015Jul 23, 2015
Brian Alan AmbroseCreativeone Securities, LLC otherIntegrity Alliance, LLC otherOtherMar 5, 2015Mar 5, 2015
Chano Jesse John ArellanoCreativeone Securities, LLC otherCalton & Associates, Inc. otherOtherDec 31, 2014May 27, 2015 (147 d)
James D ZiferCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2014Jan 5, 2017 (736 d)
Bart Anthony SpachekCreativeone Securities, LLC otherBedrock Investment Advisors otherOtherDec 31, 2014Jan 6, 2015
John Bocking FitchCreativeone Securities, LLC otherLarson Financial Group, LLC otherOtherDec 22, 2014Jan 19, 2015
Michael Thomas BallCreativeone Securities, LLC otherCommonwealth Financial Network national BDOtherNov 21, 2014Jan 5, 2015 (45 d)
Kevin Mckinley SchaeferCreativeone Securities, LLC otherGradient Advisors, LLC otherOtherAug 22, 2014Sep 12, 2014
Ashod Garabed ToumayantsCreativeone Securities, LLC otherBrookstone Wealth Advisors, LLC otherOtherJul 3, 2014Jul 2, 2014
Leslie Lynette Davis SchoenhoferCreativeone Securities, LLC otherSecure Investment Management, LLC otherOtherFeb 13, 2014Feb 19, 2014
Mark Alan VosikaCreativeone Securities, LLC otherTransamerica Financial Advisors, LLC otherOtherAug 28, 2013Feb 27, 2014 (183 d)
Jason Allen RockmanCreativeone Securities, LLC otherQuestar Asset Management, Inc. otherOtherDec 31, 2012Mar 21, 2013 (80 d)
Brandy Marie BranstetterCreativeone Securities, LLC otherVsr Advisory Services otherOtherNov 19, 2012Nov 19, 2012
John Christopher SchnorrCreativeone Securities, LLC otherGlobal Financial Private Capital, Inc. otherOtherFeb 2, 2012Mar 13, 2012 (40 d)
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84 moves match.