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.

Advisor	From	To	Type	Left	Registered
Mallory Armijo	Wells Fargo Advisors wirehouse	Creative Planning Institutional Advisors, LLC other	Other	Sep 1, 2015	Sep 17, 2015
Donald Bryson Kurfees	Cetera Advisor Networks LLC other	Creative Planning Institutional Advisors, LLC other	Other	Jun 19, 2015	Mar 26, 2014
Catherine Constance Christ	Nfp Advisor Services, LLC other	Creative Planning Institutional Advisors, LLC other	Other	Apr 30, 2015	May 6, 2015
Kerrie Jm Casey	Mmc Securities LLC no RAUM	Creative Planning Institutional Advisors, LLC other	Other	Feb 27, 2015	Sep 25, 2015 (210 d)
Steven Donald Woodley	Onedigital other	Creative Planning Institutional Advisors, LLC institutional	Other	Dec 31, 2014	Nov 9, 2021 (2505 d)
Matthew James Gulseth	Onedigital other	Creative Planning Institutional Advisors, LLC institutional	Other	Dec 31, 2014	Dec 22, 2021 (2548 d)
Jason Riley Mccoy	Axxcess Wealth Management, LLC other	Creative Planning Institutional Advisors, LLC other	Other	Nov 19, 2014	Nov 21, 2014
David Kent Stofer	Cetera Advisor Networks LLC other	Creative Planning Institutional Advisors, LLC other	Other	Oct 8, 2014	Jan 25, 2008
Kevin Michael Kaiser	Mesirow Financial Investment Management, Inc. other	Creative Planning Institutional Advisors, LLC other	Other	Oct 7, 2014	Nov 3, 2014
Christopher Gerard Reagan	Mesirow Financial Investment Management, Inc. other	Creative Planning Institutional Advisors, LLC other	Other	Sep 29, 2014	Nov 3, 2014 (35 d)
Jon Clarke Chambers	Schultz Collins other	Creative Planning Institutional Advisors, LLC other	Other	May 28, 2014	Apr 2, 2014
Garrett Justin Stinson	Signator Financial Services, Inc. other	Creative Planning Institutional Advisors, LLC other	Other	Feb 28, 2014	Mar 4, 2014
Julie Jiyoun Kim	Cetera Advisor Networks LLC other	Creative Planning Institutional Advisors, LLC other	Other	Apr 16, 2013	Apr 11, 2013
Daniel James Quirk	Quirk Wealth Advisors unclassified	Creative Planning Institutional Advisors, LLC other	Other	Dec 31, 2012	Mar 26, 2013 (85 d)
Timothy Shepard Duncan	M&I Investment Management Corp. other	Creative Planning Institutional Advisors, LLC other	Other	Jun 8, 2012	Apr 30, 2013 (326 d)
Michael Andrew Coelho	Financial Telesis, Inc. other	Creative Planning Institutional Advisors, LLC other	Other	May 25, 2011	Apr 19, 2012 (330 d)
Jason Michael Smith	Cetera Advisors LLC other	Creative Planning Institutional Advisors, LLC other	Other	Nov 26, 2010	Dec 1, 2010
Christopher Mark Bryan	Cetera Advisor Networks LLC other	Creative Planning Institutional Advisors, LLC other	Other	Sep 3, 2010	Jul 10, 2009
David Shnapek	Wells Fargo Advisors wirehouse	Creative Planning Institutional Advisors, LLC other	Other	Jun 16, 2009	Jul 10, 2009
Robert John Patton	Wells Fargo Advisors wirehouse	Creative Planning Institutional Advisors, LLC other	Other	May 22, 2009	Jun 5, 2009
Robert Grady Queen	Hrh Investment Advisors, LLC unclassified	Creative Planning Institutional Advisors, LLC other	Other	Apr 8, 2009	May 11, 2009 (33 d)
Nichole Reidy Labott	Hrh Investment Advisors, LLC unclassified	Creative Planning Institutional Advisors, LLC other	Other	Mar 17, 2009	Mar 25, 2009
Clinton Edward Heine	Hrh Investment Advisors, LLC unclassified	Creative Planning Institutional Advisors, LLC other	Other	Mar 12, 2009	Mar 30, 2009
Mark Stevens Forkey	Cammack Retirement Group no RAUM	Creative Planning Institutional Advisors, LLC other	Other	Nov 6, 2008	Jul 22, 2009 (258 d)
Patrick Hugh Sreenan	Mutual Service Corporation unclassified	Creative Planning Institutional Advisors, LLC other	Other	May 30, 2008	Sep 24, 2014 (2308 d)
Ryan Scott Manaker	MML Investors Services, LLC other	Creative Planning Institutional Advisors, LLC other	Other	Jan 17, 2008	Jan 25, 2008
Jeffrey Michael Petrone	Mmc Securities LLC no RAUM	Creative Planning Institutional Advisors, LLC other	Other	Jul 13, 2007	Jan 30, 2008 (201 d)
Lester Scott Pyle	U.S. Bancorp Advisors, LLC other	Creative Planning Institutional Advisors, LLC other	Other	Jan 5, 2007	Jun 6, 2007 (152 d)
Michael John Malone	Mjm401k, LLC other	Creative Planning Institutional Advisors, LLC institutional	Other	Dec 31, 2006	Dec 22, 2023 (6200 d)
Darin Albert Simonian	Ffr Advisory LLC other	Creative Planning Institutional Advisors, LLC other	Other	Nov 8, 2006	Jan 17, 2007 (70 d)
John Phillip Evans	Mmc Securities LLC no RAUM	Creative Planning Institutional Advisors, LLC other	Other	Feb 2, 2004	Jan 24, 2007 (1087 d)

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151 moves match.