DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Creativeone Securities, 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
Mitzi Nicole SwaffarInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherAug 3, 2011Aug 3, 2011
Douglas Stephen DrelichInvestment Advisors Corp otherCreativeone Securities, LLC BD affiliatedOtherJul 1, 2011Dec 5, 2024 (4906 d)
Kirt W CarstensCambridge Investment Research Advisors, Inc. otherCreativeone Securities, LLC otherOtherMay 18, 2011May 5, 2011
Joel MutukuInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherApr 1, 2011Nov 13, 2012 (592 d)
Lance Robin MonkInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherDec 31, 2010Apr 27, 2011 (117 d)
Linda Lee PattersonInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherDec 31, 2010Feb 22, 2011 (53 d)
Francisco Chuck MartinezFounders Financial Securities, LLC otherCreativeone Securities, LLC otherOtherDec 31, 2010Apr 13, 2011 (103 d)
Allison Danelle RyanInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherDec 20, 2010Feb 22, 2011 (64 d)
Christopher Kurt LutzelOsaic Wealth, Inc. otherCreativeone Securities, LLC otherOtherDec 14, 2010Nov 5, 2012 (692 d)
Jason Allen RockmanInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherMar 29, 2010Jul 25, 2011 (483 d)
Matthew CarlinInvestment Advisors Corp otherCreativeone Securities, LLC otherOtherDec 31, 2009Jun 14, 2011 (530 d)
Brian Alan AmbroseWoodbury Financial Services, Inc. otherCreativeone Securities, LLC otherOtherJan 12, 2009Mar 4, 2014 (1877 d)
Lars LarsenLPL Financial LLC otherCreativeone Securities, LLC otherOtherNov 15, 2007Jul 22, 2016 (3172 d)
Aaron Kenneth WheelerCountry Trust Bank unclassifiedCreativeone Securities, LLC BD affiliatedOtherJul 27, 2007Jan 2, 2025 (6369 d)
Brannon Boyce WildsSii Investments, Inc. otherCreativeone Securities, LLC otherOtherDec 7, 2006Aug 27, 2015 (3185 d)
Charles Randall SteeleAmerican General Securities Incorporated unclassifiedCreativeone Securities, LLC BD affiliatedOtherNov 1, 2006Feb 28, 2024 (6328 d)
Don M DumasMony Securities Corporation unclassifiedCreativeone Securities, LLC otherOtherMay 20, 2005Aug 2, 2013 (2996 d)
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137 moves match.