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

Arrivals at Creative Financial Designs, Inc.

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
Alejandro Alberto Lebron	Executive Wealth Management, LLC other	Creative Financial Designs, Inc. other	Other	Jun 1, 2017	Jun 16, 2017
J. Standish Fortin	Fortin Advisory unclassified	Creative Financial Designs, Inc. other	Other	May 4, 2017	Dec 2, 2016
Christin Nicole Clark	Osaic Fa, Inc. other	Creative Financial Designs, Inc. other	Other	Mar 24, 2017	May 3, 2017 (40 d)
Douglas Christopher Beam	LPL Financial LLC other	Creative Financial Designs, Inc. other	Other	Mar 23, 2017	Mar 8, 2017
Avery Joseph Hasenauer	Spc other	Creative Financial Designs, Inc. other	Other	Feb 15, 2017	Feb 16, 2017
Kyle Michael Marburger	Valic Financial Advisors, Inc. other	Creative Financial Designs, Inc. other	Other	Jan 19, 2017	Jul 6, 2017 (168 d)
Eric Jose Medina	Tradingblock unclassified	Creative Financial Designs, Inc. other	Other	Oct 3, 2016	Oct 11, 2016
Mac Aric Carpenter	Ameriprise Financial Services, LLC national BD	Creative Financial Designs, Inc. other	Other	Sep 20, 2016	Sep 20, 2016
William Brian Quick	Northwestern Mutual Investment Services,LLC no RAUM	Creative Financial Designs, Inc. BD affiliated	Other	Sep 14, 2016	Nov 26, 2018 (803 d)
Jeff Kantor	Tradingblock unclassified	Creative Financial Designs, Inc. other	Other	Sep 6, 2016	Sep 8, 2016
Steven Carpenter	Signator Investors, Inc. other	Creative Financial Designs, Inc. other	Other	Sep 2, 2016	Aug 29, 2016
Stanley Clyde Riggs	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Creative Financial Designs, Inc. other	Other	Jun 9, 2016	Jun 8, 2016
David Blake Granson	Waddell & Reed other	Creative Financial Designs, Inc. other	Other	Apr 2, 2016	Mar 28, 2016
Travis Craig Simas	Independent Financial Group, LLC other	Creative Financial Designs, Inc. other	Other	Mar 16, 2016	Mar 18, 2016
Richard Albert Wilson	Spc other	Creative Financial Designs, Inc. other	Other	Mar 1, 2016	Nov 11, 2016 (255 d)
Jeffrey James Lovett	Nationwide Securities, LLC no RAUM	Creative Financial Designs, Inc. other	Other	Dec 31, 2015	May 8, 2017 (494 d)
John Wade Elliott	Signator Investors, Inc. other	Creative Financial Designs, Inc. other	Other	Dec 31, 2015	Jan 4, 2016
Matthew David Powlen	G. A. Repple & Company other	Creative Financial Designs, Inc. other	Other	Dec 11, 2015	Dec 7, 2017 (727 d)
Carlos Lopez	Firmo Investment Consulting Services state registered	Creative Financial Designs, Inc. other	Other	Oct 5, 2015	Oct 13, 2015
Jamie Smith Barber	Wells Fargo Advisors wirehouse	Creative Financial Designs, Inc. other	Other	Aug 7, 2015	Aug 17, 2015
Michael Helmut Graef	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 27, 2015
Joseph Verissimo	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 24, 2015
Robert John Netzly	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 27, 2015
Ryan Alexander Deamicis	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jan 13, 2016 (173 d)
Aaron Douglas Moon	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 24, 2015
Nathan D Cruz	Next Financial Group, Inc. other	Creative Financial Designs, Inc. BD affiliated	Other	Jul 24, 2015	Nov 19, 2024 (3406 d)
Russell Brian Beasley	Legend Advisory, LLC other	Creative Financial Designs, Inc. other	Other	Feb 17, 2015	Feb 6, 2017 (720 d)
Desiree Wrigley	Wells Fargo Advisors wirehouse	Creative Financial Designs, Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 17, 2015	Jul 31, 2020 (1991 d)
Robert Herbert Britton	G. A. Repple & Company other	Creative Financial Designs, Inc. other	Other	Sep 30, 2014	Oct 31, 2014 (31 d)
Christin Nicole Clark	Osaic Fa, Inc. other	Creative Financial Designs, Inc. other	Other	Aug 27, 2014	Sep 4, 2014
Richard Dambola	Questar Asset Management, Inc. other	Creative Financial Designs, Inc. other	Other	Aug 15, 2014	Oct 21, 2014 (67 d)
Benjamin Todd Glenn	Ssn Advisory, Inc. other	Creative Financial Designs, Inc. other	Other	Aug 12, 2014	Aug 12, 2014
Stephen Thomas Werner	G. A. Repple & Company other	Creative Financial Designs, Inc. other	Other	Aug 5, 2014	Aug 4, 2014
William Owen Wright	Girard Securities, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2014	Dec 12, 2014 (141 d)
Anthony Mark Montenegro	LPL Financial LLC other	Creative Financial Designs, Inc. other	Other	Jun 24, 2014	Jun 11, 2014
Chris Kevin Cochran	Next Financial Group, Inc. other	Creative Financial Designs, Inc. BD affiliated	Other	May 2, 2014	Aug 6, 2024 (3749 d)
Grier Chandler Edwards	Independent Financial Advisors, LLC unclassified	Creative Financial Designs, Inc. other	Other	Mar 10, 2014	Jun 10, 2015 (457 d)
Nancy Ann Guillen	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Aug 26, 2013	Sep 3, 2013
Richard Glenn Mcdaniel	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	May 29, 2013	May 28, 2013
Steven Craig Neustaedter	Planmember Securities Corporation other	Creative Financial Designs, Inc. other	Other	Mar 15, 2013	Jan 20, 2017 (1407 d)
Gary Robert Reese	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Feb 15, 2013	Feb 15, 2013
Douglas Eugene Henke	Cetera Investment Services LLC other	Creative Financial Designs, Inc. other	Other	Jan 17, 2013	Jan 17, 2013
Justin Jon Barham	Signator Investors, Inc. other	Creative Financial Designs, Inc. other	Other	Jan 2, 2013	Jan 2, 2013
Kevin Dale Alexander	Alexander Advisory Services, LLC unclassified	Creative Financial Designs, Inc. other	Other	Dec 31, 2012	Jan 2, 2013
Daniel Lashalle Gordon	Independent Financial Advisors, LLC unclassified	Creative Financial Designs, Inc. other	Other	Oct 2, 2012	Jun 20, 2014 (626 d)
Genan Marie Kirby	Raymond James Financial Services Advisors, Inc other	Creative Financial Designs, Inc. other	Other	Aug 15, 2012	Nov 27, 2013 (469 d)
Martin Robert Shapiro	First Allied Advisory Services, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 27, 2012	Apr 29, 2013 (276 d)
Dale Jerome Immekus	Edward Jones national BD	Creative Financial Designs, Inc. other	Other	Feb 14, 2012	Feb 14, 2012
Christopher Michael Buxton	Cambridge Investment Research Advisors, Inc. other	Creative Financial Designs, Inc. other	Other	Dec 14, 2011	Dec 9, 2011
Kevin Patrick Smith	Esi Financial Advisors other	Creative Financial Designs, Inc. other	Other	Nov 15, 2011	Jan 28, 2013 (440 d)
Marc Harris Bettinger	Southeast Investments, N.C., Inc. state registered	Creative Financial Designs, Inc. other	Other	Nov 11, 2011	Nov 23, 2011
Martin Charles Terry	Wells Fargo Advisors wirehouse	Creative Financial Designs, Inc. other	Other	May 4, 2011	May 2, 2011
Austin Joseph Crites	MML Investors Services, LLC other	Creative Financial Designs, Inc. other	Other	Mar 18, 2011	Mar 17, 2011
Renee Cheryl Stewart	Trustee Empowerment & Protection, Inc. other	Creative Financial Designs, Inc. other	Other	Dec 31, 2010	Dec 3, 2010
Leslie Robert Miller	Trustee Empowerment & Protection, Inc. other	Creative Financial Designs, Inc. other	Other	Dec 31, 2010	Dec 3, 2010
Thomas Eric Schneider	Askar Advisors Group, Inc. unclassified	Creative Financial Designs, Inc. other	Other	Dec 6, 2010	Dec 2, 2010
Robert Wayne Willsey	Pnc Wealth Management other	Creative Financial Designs, Inc. other	Other	Sep 13, 2010	Oct 20, 2010 (37 d)
Kelly Marie Stockberger	Wells Fargo Investments, LLC unclassified	Creative Financial Designs, Inc. BD affiliated	Other	Jul 27, 2010	Feb 3, 2022 (4209 d)
Michael John Dusold	Spc other	Creative Financial Designs, Inc. other	Other	May 25, 2010	May 25, 2010
Robert Frank Hopper	Cullum & Burks Securities, Inc. unclassified	Creative Financial Designs, Inc. other	Other	May 17, 2010	May 12, 2010

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164 moves match.