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 Planning Institutional Advisors, 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
Todd Paul ReddCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJul 21, 2022Feb 22, 2013
Chandra Ellen HalversonBok Financial Advisors BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJun 3, 2022Oct 6, 2022 (125 d)
Dak H SpiveyMorgan Stanley wirehouseCreative Planning Institutional Advisors, LLC institutionalOtherMay 18, 2022Aug 10, 2022 (84 d)
Michelle KleinEdward Jones national BDCreative Planning Institutional Advisors, LLC institutionalOtherMay 11, 2022Aug 2, 2022 (83 d)
Cullen Krull ReifKestra Advisory Services, LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherMay 4, 2022Aug 10, 2022 (98 d)
Stephen Adam MazerCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 15, 2022
Cord Anthony AdamsCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 19, 2022
Jonathan Clinton CampbellCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 19, 2022
Bradford Peter WhiteCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 14, 2022
Marie NorkettCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 19, 2022
Kyle Robert SeemanCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 14, 2022Apr 15, 2022
Steven Samuel SansoneWorld Investment Advisors, LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherMar 16, 2022Mar 17, 2022
Stephan John MiskjianWorld Investment Advisors, LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherMar 16, 2022Mar 17, 2022
Ryan A MaglioCapital One Investing, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherMar 15, 2022Mar 17, 2022
Henry Dean LevisBeacon Pointe Advisors, LLC independent RIACreative Planning Institutional Advisors, LLC institutionalOtherFeb 18, 2022Feb 17, 2023 (364 d)
Nolan James EarlyOsaic Advisory Services, LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 26, 2022Mar 9, 2022 (42 d)
James Dean McdonaldOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Nov 9, 2021
Jennifer Marie JorgensonOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Nov 18, 2021
Daniel Robert StewartOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Sep 30, 2022 (267 d)
John Michael EhlersOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Dec 22, 2021
Matthew Craig HammondsCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2021Sep 22, 2003
William Robert PoschCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2021Jan 9, 2015
Arlie Wilson GreenMjm401k, LLC no RAUMCreative Planning Institutional Advisors, LLC institutionalOtherDec 14, 2021Dec 22, 2021
Irving Monroe IsaacsonMjm401k, LLC no RAUMCreative Planning Institutional Advisors, LLC institutionalOtherDec 14, 2021Nov 9, 2021
Maria Linda KaminC-J Advisory, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 8, 2021Dec 22, 2021
Janet Lucinda JosselynC-J Advisory, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 8, 2021Nov 3, 2021
Thomas William GoldmanC-J Advisory, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 8, 2021Nov 9, 2021
Alexis Erin GallatiForta Financial Group, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherOct 4, 2021Jan 1, 2026 (1550 d)
Marc A SchmeecklePrincipal Securities, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJul 27, 2021Jul 27, 2021
Lukas Joseph ArnerichArnerich Massena, Inc. mixed wealthCreative Planning Institutional Advisors, LLC institutionalOtherDec 31, 2020Apr 1, 2021 (91 d)
Panfilo CostantiniWorld Investment Advisors, LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherNov 18, 2020Dec 3, 2020
Scott Robertson OndekWorld Investment Advisors, LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherNov 4, 2020Nov 5, 2020
Margarita CrossMorgan Stanley wirehouseCreative Planning Institutional Advisors, LLC otherOtherAug 21, 2020Sep 17, 2020
Rodney BalbuenaCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJul 6, 2020May 6, 2015
Robert John NollCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherMay 11, 2020Sep 14, 2016
James Derrick HenryCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherDec 20, 2019Dec 8, 2016
Deanna Powell SpiveyPrincipal Securities, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherDec 20, 2019Jan 29, 2020 (40 d)
Chad Kennedy OlsonRBC Capital Markets, LLC national BDCreative Planning Institutional Advisors, LLC otherOtherDec 4, 2019Nov 21, 2019
Derrick Kyle ByrdFirst Horizon Advisors, Inc mixed wealthCreative Planning Institutional Advisors, LLC otherOtherSep 27, 2019Apr 20, 2020 (206 d)
John Ahern LockwoodInvesco Advisers, Inc. asset managerCreative Planning Institutional Advisors, LLC institutionalOtherSep 11, 2019Oct 26, 2023 (1506 d)
Brandon LozaE*Trade Capital Management, LLC independent RIACreative Planning Institutional Advisors, LLC institutionalOtherJul 18, 2019Apr 30, 2024 (1748 d)
Lisa Marie DrakeWealthspire Retirement Advisory institutionalCreative Planning Institutional Advisors, LLC otherOtherMay 20, 2019Jul 29, 2019 (70 d)
Thomas John DemkoBay Mutual Financial LLC otherCreative Planning Institutional Advisors, LLC otherOtherJan 2, 2019Aug 27, 2018
Richard A GinelCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2018Aug 14, 2013
Zachary Craig SmithJ.P. Morgan Securities LLC wirehouseCreative Planning Institutional Advisors, LLC otherOtherOct 12, 2018Oct 30, 2018
Nicholas Stephen LambMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCreative Planning Institutional Advisors, LLC otherOtherOct 11, 2018Oct 8, 2018
Lucas M BartonLockton Investment Advisors, LLC institutionalCreative Planning Institutional Advisors, LLC otherOtherSep 17, 2018Oct 10, 2018
Eric Zachary WeissmanForusall otherCreative Planning Institutional Advisors, LLC otherOtherMar 6, 2018Apr 3, 2018
Matthew Thomas AndersonCetera Advisor Networks LLC otherCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2017Apr 20, 2015
Maria Louise CallaghanTwin Focus Capital Partners, LLC otherCreative Planning Institutional Advisors, LLC otherOtherSep 7, 2017Nov 7, 2017 (61 d)
Ryan Scott ManakerSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC otherOtherJul 12, 2017Aug 24, 2018 (408 d)
Christopher Charles MartinU.S. Bancorp Investments, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherMar 24, 2017Apr 4, 2017
Ji Mi KimPark Avenue Securities LLC otherCreative Planning Institutional Advisors, LLC otherOtherDec 20, 2016May 9, 2017 (140 d)
Daniel John CostiganAmundi Pioneer Institutional Asset Management, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherAug 19, 2016Jun 25, 2020 (1406 d)
Jacob Samuel OshaughnessyArnerich Massena, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherJun 10, 2016Apr 13, 2016
Stuart James PaymentArnerich Massena, Inc. otherCreative Planning Institutional Advisors, LLC otherOtherJun 10, 2016Apr 8, 2016
Ann Felkner CheuPrecept Advisory Group LLC otherCreative Planning Institutional Advisors, LLC otherOtherMay 13, 2016May 11, 2016
John Mack MajorsSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2015Dec 14, 2011
Douglas Anthony WebsterSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2015Sep 26, 2011
Brien Todd StewartSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC otherOtherDec 31, 2015Jan 3, 2012
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151 moves match.