DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Timothy Brian SchulzeCetera Investment Advisers LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2023Dec 20, 2023
Matthew Allen HeimannSunflower Wealth Advisors LLC otherCreativeone Wealth, LLC independent RIAOtherDec 5, 2023Aug 2, 2023
Nate Michael GeistLewer Financial Advisors, LLC unclassifiedCreativeone Wealth, LLC independent RIAOtherNov 30, 2023Sep 18, 2023
Joseph Wayne HoglundLewer Financial Advisors, LLC unclassifiedCreativeone Wealth, LLC independent RIAOtherNov 30, 2023Sep 18, 2023
Kevin DauphineeFiscal Wisdom Wealth Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 16, 2023Apr 29, 2024 (196 d)
Lauren N. SchultzLPL Financial LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2023Feb 21, 2025 (501 d)
David Charles TreeceAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2023Sep 26, 2023
Casi DilevaWells Fargo Advisors wirehouseCreativeone Wealth, LLC independent RIAWirehouse to independent RIASep 25, 2023Jul 10, 2024 (289 d)
Joseph William WehrlyAlphastar Capital Management independent RIACreativeone Wealth, LLC independent RIARIA to RIASep 1, 2023Sep 1, 2023
Laura Leigh Watson SchultzAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Aug 22, 2023
Dylan Lee BowmanFidelity Personal And Workplace Advisors BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2023Jul 2, 2024 (356 d)
Abraham Samaniego PerezB.O.S.S. Retirement Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 28, 2023Jun 27, 2023
David Michael ZamoraTownsquare Capital, LLC mixed wealthCreativeone Wealth, LLC independent RIARIA to RIAJun 23, 2023May 31, 2023
Daniel Kelly CroninCorecap Advisors BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2023Jun 15, 2023
James Douglas TilleyAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2023Jun 12, 2023
Sherri Louise BlissKestra Advisory Services, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2023Jul 18, 2023 (40 d)
David C SeldenGradient Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 6, 2023Jan 2, 2025 (576 d)
Sarah Jeanette SaumVertis Wealth, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 2, 2023Aug 28, 2023 (87 d)
James WinokurArs Investment Advisors, Inc. independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 17, 2023Aug 29, 2023 (104 d)
Michael Jonathan FloydAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2023May 19, 2023
Joshua John StoreyVertis Wealth, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 1, 2023Jan 17, 2025 (627 d)
Todd Michael KrossWise Wealth, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 6, 2023Nov 14, 2022
Austin Deimel MullerAvalan, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 5, 2023Mar 3, 2023
Jeffrey Thomas HuffBfc Planning, Inc. BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2023Feb 24, 2023
Lucas Jordan CoxBfc Planning, Inc. BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2023Feb 24, 2023
Jonathan Moss FrancesAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2023Jan 17, 2023
Jason Stewart KehlerAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2022Jan 6, 2023
Marcus Edward HudsonUSA Financial Securities LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIADec 15, 2022Dec 19, 2022
Sara Renee HornickUSA Financial Securities LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIADec 15, 2022Jan 6, 2026 (1118 d)
Timothy Thomas AlfieriUSA Financial Securities LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIADec 15, 2022Dec 14, 2022
John Richard KohoutUSA Financial Securities LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIADec 15, 2022Dec 14, 2022
Christopher John BowmanClaraphi Advisory Network, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 18, 2022Oct 18, 2022
Theresa Anne MarkhamLexington Avenue Capital Management, LLC mixed wealthCreativeone Wealth, LLC independent RIARIA to RIASep 30, 2022Oct 20, 2022
Courtney Denae RaderCreativeone Securities, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2022Aug 26, 2024 (720 d)
Robert Angus GuyAe Wealth Management, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2022Sep 22, 2022 (36 d)
Erin Lanette WilmerEdward Jones national BDCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jan 1, 2025 (895 d)
Michael H MillerCreativeone Securities, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2022Jun 30, 2022
Jack WalkerRisemint independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 22, 2022Jul 20, 2022
Timothy P OlearyGoldman Sachs Wealth Services, L.P. BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2022Oct 17, 2022 (144 d)
Zach BuettnerSagepoint Financial, Inc. BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2022Sep 1, 2022 (113 d)
Chad Leroy CosensHbw Advisory Services LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 9, 2022May 9, 2022
Ryan James ShaughnessyGuide Rock Capital Management, Inc. state registeredCreativeone Wealth, LLC independent RIAOtherMar 27, 2022Mar 28, 2022
Kyle Thomas HammerschmidtBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 17, 2022Mar 16, 2022
Kevin Paul BardBridgeriver Advisors LLC state registeredCreativeone Wealth, LLC independent RIAOtherFeb 22, 2022Feb 6, 2020
William Chad McalpinAlphastar Capital Management independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 18, 2022Feb 2, 2022
Lonny Christopher PowellHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJan 13, 2022Jan 1, 2025 (1084 d)
Brendon Matthew ChristyHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 8, 2021Nov 1, 2021
Patrick Kevin SeelyeHorter Investment Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 4, 2021Nov 1, 2021
Peter PecoraPruco Securities, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2021Oct 20, 2023 (721 d)
Nathaniel Larue ReederIntegrity Alliance, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 19, 2021Oct 18, 2021
Chad Allen McmullinIntegrity Alliance, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 19, 2021Oct 18, 2021
David Angus DickensBrookstone Capital Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
David Gene CoxBrookstone Capital Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
Joseph Ivan FishmanBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 21, 2021
Brent Allen FordBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
Zachary D CockroftBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 17, 2021
Jared Josiah CalesPetros Advisory Services, LLC unclassifiedCreativeone Wealth, LLC independent RIAOtherAug 24, 2021Aug 18, 2021
Terek WilsonUSA Financial Securities LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJul 28, 2021Aug 31, 2021 (34 d)
Daniel John DelaneyWells Fargo Advisors wirehouseCreativeone Wealth, LLC independent RIAWirehouse to independent RIAJul 19, 2021Jul 19, 2021
Mark Martin RubinWaddell & Reed BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2021Jul 14, 2021 (40 d)
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224 moves match.