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 Wealth, 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 |
|---|---|---|---|---|---|
| Paul Groeschel-Johnson | Creativeone Wealth, LLC independent RIA | Sequent Planning, LLC independent RIA | RIA to RIA | Jul 10, 2026 | Aug 4, 2026 |
| James Winokur | Creativeone Wealth, LLC independent RIA | Esi Financial Advisors independent RIA | RIA to RIA | Jun 25, 2026 | Jul 6, 2026 |
| Nicholas Peter Millard | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| Kevin Owen Ekstrom | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| Ronald David Williamson | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| John Richard Kohout | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jun 8, 2026 | Jun 18, 2026 |
| Laura Leigh Watson Schultz | Creativeone Wealth, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | May 27, 2026 | May 18, 2026 |
| Marcy Sheer Burton | Creativeone Wealth, LLC independent RIA | Zacks Intelligence LLC independent RIA | RIA to RIA | May 15, 2026 | Apr 20, 2026 |
| Austin Deimel Muller | Creativeone Wealth, LLC independent RIA | Zacks Intelligence LLC independent RIA | RIA to RIA | May 15, 2026 | Apr 20, 2026 |
| Emily Kennedy Gardner | Creativeone Wealth, LLC independent RIA | Zacks Intelligence LLC independent RIA | RIA to RIA | May 15, 2026 | Aug 11, 2026 (88 d) |
| Rick Orin Helbing | Creativeone Wealth, LLC independent RIA | Accurate Wealth Management, LLC independent RIA | RIA to RIA | Apr 15, 2026 | Apr 3, 2026 |
| Gary Charles Haack | Creativeone Wealth, LLC independent RIA | Compass Financial Management LLC independent RIA | RIA to RIA | Feb 4, 2026 | Feb 4, 2026 |
| Douglas William Aumont | Creativeone Wealth, LLC independent RIA | Financial Thinking Partner Wealth Advisors state registered | RIA to a state-registered adviser | Jan 28, 2026 | Mar 11, 2026 (42 d) |
| Alan Kent Suiter | Creativeone Wealth, LLC independent RIA | Cornerstone Select Advisors, LLC mixed wealth | RIA to RIA | Jan 2, 2026 | Jan 2, 2026 |
| Zach Buettner | Creativeone Wealth, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Nov 24, 2025 | Nov 25, 2025 |
| Lauren N. Schultz | Creativeone Wealth, LLC independent RIA | Mint Asset Management LLC independent RIA | RIA to RIA | Nov 17, 2025 | Aug 18, 2026 (274 d) |
| Nathan Paul Chesley | Creativeone Wealth, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 4, 2025 | Nov 5, 2025 |
| Reece Goddard | Creativeone Wealth, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Apr 21, 2026 (179 d) |
| Dylan Cole Kennedy | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Sep 24, 2025 | Sep 25, 2025 |
| David M Afraimi | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Maxwell Ross | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Dylan Daniel James Rauh | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Nathan Lehnerz | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Jack Walker | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Nicholas M Donakowski | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Apr 23, 2025 |
| Jeremy Steven Fritsch | Creativeone Wealth, LLC independent RIA | Bam Wealth Management LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2025 | Jun 26, 2025 |
| Timothy Thomas Alfieri | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jul 15, 2025 | Jan 6, 2026 (175 d) |
| Edward Michael Botelho | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jun 17, 2025 | Jun 23, 2025 |
| James Pati | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jun 17, 2025 | Jun 20, 2025 |
| David Gene Cox | Creativeone Wealth, LLC independent RIA | Beacon Wealth Advisory state registered | RIA to a state-registered adviser | May 13, 2025 | Apr 20, 2026 (342 d) |
| Jonathan Moss Frances | Creativeone Wealth, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Apr 15, 2025 | Apr 3, 2025 |
| Tarren Bingham | Creativeone Wealth, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | May 16, 2025 (35 d) |
| Daniel John Delaney | Creativeone Wealth, LLC independent RIA | Seek & Find Financial state registered | RIA to a state-registered adviser | Apr 7, 2025 | Mar 25, 2025 |
| Michael Jonathan Floyd | Creativeone Wealth, LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | Mar 31, 2025 | Jun 27, 2025 (88 d) |
| Bradley Campbell Barclay | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Mar 3, 2025 | Mar 6, 2025 |
| Ralph A Nicosia | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 27, 2025 |
| Steven Harverd Greig | Creativeone Wealth, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Jan 28, 2025 | Jan 15, 2025 |
| Robert Angus Guy | Creativeone Wealth, LLC independent RIA | Tax & Investment Advisors independent RIA | RIA to RIA | Dec 31, 2024 | May 22, 2024 |
| Kyle Matthew Sullivan | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2024 | Feb 28, 2025 (71 d) |
| Casi Dileva | Creativeone Wealth, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 31, 2024 | Oct 21, 2024 |
| Jeffrey Thomas Huff | Creativeone Wealth, LLC independent RIA | State Farm Investment Management Corp. asset manager | Other | Oct 15, 2024 | Dec 24, 2024 (70 d) |
| Matthew Edward Corman | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2024 | Aug 22, 2024 |
| Philip David Meese | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Jul 8, 2024 |
| James Douglas Tilley | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 6, 2024 | May 14, 2024 |
| Michael Warren Gray | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 15, 2024 |
| David Michael Zamora | Creativeone Wealth, LLC independent RIA | Tucker Asset Management LLC independent RIA | RIA to RIA | Mar 7, 2024 | Mar 1, 2024 |
| Mark Martin Rubin | Creativeone Wealth, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Jul 14, 2021 |
| Kyle Thomas Hammerschmidt | Creativeone Wealth, LLC independent RIA | Mokan Wealth Management independent RIA | RIA to RIA | Dec 7, 2023 | Jan 12, 2024 (36 d) |
| Sherri Louise Bliss | Creativeone Wealth, LLC independent RIA | Keen Wealth Advisors independent RIA | RIA to RIA | Dec 4, 2023 | Apr 9, 2025 (492 d) |
| James K Hu | Creativeone Wealth, LLC independent RIA | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2023 | Sep 29, 2023 |
| James Porter Rankin | Creativeone Wealth, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Nov 3, 2022 |
| Nancy Ann Effert | Creativeone Wealth, LLC independent RIA | Essex LLC independent RIA | RIA to RIA | Sep 26, 2023 | Oct 8, 2023 |
| William Joseph Revoir | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Aug 3, 2023 | Aug 7, 2023 |
| Ryan Evan Loynd | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2023 | Jun 16, 2023 |
| Douglas Joseph Gill | Creativeone Wealth, LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2023 | Jun 2, 2023 |
| Cory Lynn Lagerstrom | Creativeone Wealth, LLC independent RIA | Clearpath Wealth Management, L.C. state registered | RIA to a state-registered adviser | May 16, 2023 | Aug 6, 2024 (448 d) |
| Terek Wilson | Creativeone Wealth, LLC independent RIA | On Investment Management Co BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2022 | Jan 12, 2023 |
| Richard Anthony Miller | Creativeone Wealth, LLC independent RIA | Csi Wealth Management state registered | RIA to a state-registered adviser | Dec 13, 2022 | Jan 30, 2026 (1144 d) |
| Timothy P Oleary | Creativeone Wealth, LLC independent RIA | O'Leary Financial Strategies LLC unclassified | Other | Dec 13, 2022 | Mar 10, 2023 (87 d) |
| Camilo Salazar | Creativeone Wealth, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 5, 2023 (336 d) |
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119 moves match.