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 Clear Creek Financial Management, 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
Eugene Albert DelarosaClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
David Bruce MorrisonClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Jonathan Tyler BelnapClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Patrick D CollinsClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Kendell Wesley FryeClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Justin Dillan EgbertClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Matthew Cannon JonesClear Creek Financial Management, LLC independent RIATreasure Valley Financial Planning no RAUMRIA to a newly registered adviserAug 10, 2026May 27, 2026
Jason David Van ThielClear Creek Financial Management, LLC independent RIAGlacier state registeredRIA to a state-registered adviserFeb 28, 2025Jun 24, 2025 (116 d)
Kamaljit Kaur Sahota-MiddletonClear Creek Financial Management, LLC independent RIASnider Financial Group independent RIARIA to RIAFeb 13, 2025Feb 13, 2025
Cory James SmithClear Creek Financial Management, LLC independent RIADiscretionary Inc. state registeredRIA to a state-registered adviserOct 20, 2023Oct 3, 2025 (714 d)
Joseph Michael MallenClear Creek Financial Management, LLC independent RIAModelist state registeredRIA to a state-registered adviserJun 19, 2023Nov 9, 2023 (143 d)
Robert Harley FlaglerClear Creek Financial Management, LLC independent RIAHelmstar Wealth Management independent RIARIA to RIANov 18, 2022Dec 2, 2022
Jordan Steven GentryClear Creek Financial Management, LLC independent RIALPL Financial LLC independent RIARIA to RIAJul 18, 2022Aug 15, 2022
Matthew Douglas WeinertClear Creek Financial Management, LLC independent RIADesert Rose Capital Management, Inc. asset managerOtherMay 10, 2022Jun 30, 2022 (51 d)
Zachary Kye AbrahamClear Creek Financial Management, LLC independent RIATrek Financial independent RIARIA to RIAFeb 2, 2022Jan 11, 2022
Chad James JohnsonClear Creek Financial Management, LLC independent RIATrek Financial independent RIARIA to RIAJan 4, 2022Jan 5, 2022
H Justin AdolphsonClear Creek Financial Management, LLC independent RIATrek Financial independent RIARIA to RIAJan 4, 2022Jan 5, 2022
David Henrik BrandtClear Creek Financial Management, LLC independent RIAHarris Wealth Management, LLC state registeredRIA to a state-registered adviserNov 24, 2021Sep 12, 2024 (1023 d)
Terrance Edward OneilClear Creek Financial Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 20, 2016Jul 26, 2016
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19 moves match.