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 |
|---|---|---|---|---|---|
| Pamela Harlan Wilson | Creativeone Wealth, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 22, 2022 | Sep 23, 2022 |
| Caroline Grace Rakness | Creativeone Wealth, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 22, 2022 | Sep 23, 2022 |
| Sean Allen Mason | Creativeone Wealth, LLC independent RIA | Motiv8 Investments LLC independent RIA | RIA to RIA | Sep 6, 2022 | Sep 8, 2022 |
| Beth Michele Garlick | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2022 | Sep 28, 2022 (34 d) |
| Michael Alan Wienandt | Creativeone Wealth, LLC independent RIA | Kinetic Investment Management, Inc. independent RIA | RIA to RIA | Jun 27, 2022 | Jun 16, 2022 |
| Jason Allen Groth | Creativeone Wealth, LLC independent RIA | Kinetic Investment Management, Inc. independent RIA | RIA to RIA | Jun 27, 2022 | Jun 23, 2022 |
| Sarah Duff Werner | Creativeone Wealth, LLC independent RIA | Ausdal Financial Partners, Inc. independent RIA | RIA to RIA | Jun 10, 2022 | Jul 20, 2022 (40 d) |
| Perry James Clifton | Creativeone Wealth, LLC independent RIA | Tactive Advisors, LLC independent RIA | RIA to RIA | May 16, 2022 | May 25, 2022 |
| Corey Ray Hodges | Creativeone Wealth, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Mar 31, 2022 | Apr 4, 2022 |
| Paul Ian Cohen | Creativeone Wealth, LLC independent RIA | Marest Capital, LLC no RAUM | RIA to a newly registered adviser | Mar 15, 2022 | Mar 15, 2022 |
| Brian Edward Green | Creativeone Wealth, LLC independent RIA | Bison Wealth, LLC mixed wealth | RIA to RIA | Mar 14, 2022 | Mar 11, 2022 |
| William Campbell Monroe III | Creativeone Wealth, LLC independent RIA | Cape Investment Advisory, Inc. independent RIA | RIA to RIA | Feb 24, 2022 | Feb 25, 2022 |
| Tyler James Paul Wrezinski | Creativeone Wealth, LLC independent RIA | Virtus Financial Group no RAUM | RIA to a newly registered adviser | Feb 11, 2022 | Feb 10, 2022 |
| Hayward Lamar Sawyer | Creativeone Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jan 14, 2022 | Jan 21, 2022 |
| James Joseph Duddey | Creativeone Wealth, LLC independent RIA | Ip Financial Advisory Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2021 | Dec 20, 2021 |
| Gage Clay Ross | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2021 | Dec 9, 2021 |
| Joshua Alexander Chambers | Creativeone Wealth, LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Sep 27, 2021 | Oct 8, 2021 |
| Lisa Lorraine Spurlock | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2021 | Sep 10, 2021 |
| Stephen James Schneider | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2021 | Sep 1, 2021 |
| Shane Allan Mccann | Creativeone Wealth, LLC independent RIA | Aegis Wealth Management, Inc. no RAUM | Other | Aug 4, 2021 | Jan 10, 2020 |
| James Kevin Glasheen | Creativeone Wealth, LLC independent RIA | Colorado Wealth Group LLC independent RIA | RIA to RIA | Jul 23, 2021 | Aug 8, 2021 |
| Rebecca Ann Havens | Creativeone Wealth, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Jun 9, 2021 | Jun 11, 2021 |
| Anthony Carl Purpero | Creativeone Wealth, LLC independent RIA | Harbor Hills Financial Advisors independent RIA | RIA to RIA | May 5, 2021 | Dec 1, 2025 (1671 d) |
| Conner David Rehage | Creativeone Wealth, LLC independent RIA | Harbor Hills Financial Advisors independent RIA | RIA to RIA | Apr 30, 2021 | Jan 1, 2026 (1707 d) |
| Lindsay Ann Guido | Creativeone Wealth, LLC independent RIA | Conifer Bay Capital LLC state registered | RIA to a state-registered adviser | Apr 16, 2021 | May 6, 2021 |
| Darryl Lamar Trimble | Creativeone Wealth, LLC independent RIA | Wealth Mgt Group Of Georgia state registered | RIA to a state-registered adviser | Jan 25, 2021 | May 15, 2020 |
| Shannon Renee Irwin | Creativeone Wealth, LLC independent RIA | Sorrento Pacific Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Dec 17, 2020 |
| Andrew Jacob Keehn | Creativeone Wealth, LLC independent RIA | Redwood Private Wealth independent RIA | RIA to RIA | Dec 1, 2020 | May 23, 2022 (538 d) |
| Sarai Anderson | Creativeone Wealth, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 19, 2020 | Nov 24, 2020 |
| Jeffery Gene Musgrove | Creativeone Wealth, LLC independent RIA | Bayou City Financial Advisors, LLC unclassified | Other | Nov 13, 2020 | Nov 18, 2020 |
| Trevor Phibbs | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Oct 29, 2020 | Oct 30, 2020 |
| Kevin Jordan Campbell | Creativeone Wealth, LLC independent RIA | USA Financial Securities LLC independent RIA | RIA to RIA | Mar 25, 2020 | Mar 25, 2020 |
| Michael Wayne Kolasa | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 24, 2020 | Feb 14, 2020 |
| David Franklin Moore | Creativeone Wealth, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2020 | Jul 21, 2021 (566 d) |
| James Edward Wheeler | Creativeone Wealth, LLC independent RIA | James Wheeler & Co. Advisors state registered | RIA to a state-registered adviser | Dec 23, 2019 | Feb 26, 2025 (1892 d) |
| Gregory Joseph Garbeff | Creativeone Wealth, LLC independent RIA | Planmember Securities Corporation independent RIA | RIA to RIA | Dec 3, 2019 | Feb 4, 2020 (63 d) |
| David William Belisle | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Dec 3, 2019 | Dec 3, 2019 |
| John Joseph Burns | Creativeone Wealth, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Nov 12, 2019 | Nov 11, 2019 |
| Klaus Gerhard Steinke | Creativeone Wealth, LLC independent RIA | Silver Oak Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 5, 2019 | Mar 13, 2020 (129 d) |
| Gordon Jay Forgione | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Sep 20, 2019 | Sep 20, 2019 |
| Royce Neal Angel | Creativeone Wealth, LLC independent RIA | Angelroyce Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Aug 22, 2019 | Feb 26, 2025 (2015 d) |
| Kory Joseph Fay | Creativeone Wealth, LLC independent RIA | Goelzer Investment Management independent RIA | RIA to RIA | Aug 9, 2019 | Aug 14, 2019 |
| Michael Charles Moller | Creativeone Wealth, LLC independent RIA | Dsm Financial L.L.C. state registered | RIA to a state-registered adviser | Jul 12, 2019 | Jul 15, 2019 |
| Michael John Sloan | Creativeone Wealth, LLC independent RIA | Elite Investment Team LLC independent RIA | RIA to RIA | Jun 10, 2019 | Oct 15, 2019 (127 d) |
| Jarvis Maxwell Reeves | Creativeone Wealth, LLC independent RIA | Clarity Financial state registered | RIA to a state-registered adviser | May 3, 2019 | Jul 14, 2020 (438 d) |
| Mark Steven Anglin | Creativeone Wealth, LLC independent RIA | Brookstone Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 4, 2019 | Apr 10, 2019 |
| David James Tauzin | Creativeone Wealth, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Jan 7, 2019 | Jan 8, 2019 |
| Michael Knee | Creativeone Wealth, LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2018 | Feb 5, 2019 (46 d) |
| Dean Edward Statler | Creativeone Wealth, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 21, 2018 | Jan 16, 2019 |
| Mark Alan Squires | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Apr 17, 2018 | Feb 12, 2020 (666 d) |
| Richard Wayne Warner | Creativeone Wealth, LLC other | Sequent Planning, LLC independent RIA | Other | Jan 9, 2018 | Jan 9, 2018 |
| Jon Barton | Creativeone Wealth, LLC other | Wells Fargo Advisors wirehouse | Other | Dec 14, 2017 | Dec 14, 2017 |
| James Matthew Foley | Creativeone Wealth, LLC other | Questar Asset Management, Inc. BD affiliated | Other | Dec 4, 2017 | Apr 27, 2018 (144 d) |
| Travis Dayne Tracy | Creativeone Wealth, LLC other | Raleigh Capital Management Inc. independent RIA | Other | Dec 4, 2017 | Apr 9, 2018 (126 d) |
| Stephen Cauley Scanlon | Creativeone Wealth, LLC other | Equitable Advisors, LLC national BD | Other | Sep 28, 2017 | Feb 27, 2019 (517 d) |
| Travis Masaichi Tazawa | Creativeone Wealth, LLC other | Claraphi Advisory Network, LLC other | Other | Sep 28, 2017 | Aug 22, 2017 |
| Sean Randolph Stevens | Creativeone Wealth, LLC other | Gradient Wealth Management other | Other | May 16, 2017 | Jun 8, 2017 |
| Eric Robert Lahaie | Creativeone Wealth, LLC other | Brookstone Wealth Advisors, LLC other | Other | Apr 13, 2017 | Apr 20, 2017 |
| Eric Michael Barr | Creativeone Wealth, LLC other | Geowealth Management LLC other | Other | Nov 2, 2016 | Nov 9, 2016 |
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119 moves match.