DFX 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Corey Ray Hodges | Advisory Alpha, LLC mixed wealth | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 21, 2021 | May 21, 2021 |
| James Robert Witt | First Liberty Financial LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Apr 21, 2021 | Jan 1, 2025 (1351 d) |
| Scott Bradley Hunsicker | Securities America Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2021 | Apr 15, 2021 |
| Todd Patrick Zimlich | Securities America Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2021 | Apr 15, 2021 |
| Brian Edward Green | John P. Dubots Capital Management, LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Apr 15, 2021 | Apr 12, 2021 |
| Eric Bradley Hunsicker | Securities America Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2021 | Apr 15, 2021 |
| Pamela Harlan Wilson | Searchlight Investments, LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Mar 31, 2021 | Feb 8, 2022 (314 d) |
| Michael Warren Gray | Creativeone Securities, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2021 | Mar 1, 2021 |
| Caroline Grace Rakness | Searchlight Investments, LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Mar 31, 2021 | Feb 24, 2022 (330 d) |
| Robert Lee Barton | The Institute independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Mar 4, 2021 | Feb 17, 2021 |
| Danny Eugene Ward | Brookstone Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jan 28, 2021 | Jan 1, 2026 (1799 d) |
| Lisa Lorraine Spurlock | Parady Wealth Management independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jan 11, 2021 | Feb 12, 2021 (32 d) |
| Alan Kent Suiter | Creativeone Securities, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Sep 8, 2020 |
| Curtis Brian Wilson | Beam Wealth Advisors, Inc. independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2020 | Jan 4, 2021 |
| Tyler Anthony Moore | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2020 | Dec 7, 2020 |
| Douglas Joseph Gill | Partnervest Advisory Services LLC no RAUM | Creativeone Wealth, LLC independent RIA | Other | Dec 7, 2020 | Dec 2, 2020 |
| Kimberly Sara Malesky | Monarch Wealth Strategies independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2020 | Dec 18, 2020 |
| Stephen James Schneider | Parady Wealth Management independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Nov 2, 2020 | Dec 23, 2020 (51 d) |
| Ken Alan Stover | Ameritas Advisory Services independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 24, 2020 | May 20, 2022 (603 d) |
| Sean Allen Mason | Brookstone Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 24, 2020 | Jul 23, 2020 |
| Clifford K Hodson | Brookstone Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 23, 2020 | Jul 22, 2020 |
| Donald Kenneth Orban | Corecap Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2020 | May 27, 2020 |
| William Campbell Monroe III | J. W. Cole Advisors, Inc. independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 8, 2020 | May 12, 2020 |
| Trevor Phibbs | Hornor, Townsend & Kent, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2020 | Apr 27, 2020 |
| Nicholas Edwin Fuller | Dynamic independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Mar 31, 2020 | Dec 26, 2019 |
| Andrew Jacob Keehn | Park Avenue Securities LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2020 | Sep 17, 2020 (190 d) |
| Cassandra Carol Camerer | Ten Capital Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Mar 2, 2020 | Jul 1, 2019 |
| Michael Alan Wienandt | Creativeone Securities, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2020 | Feb 25, 2020 |
| Mark Alan Squires | Cornerstone Securities LLC independent RIA | Creativeone Wealth, LLC other | Other | Feb 13, 2020 | Mar 16, 2018 |
| Bradley Campbell Barclay | Brookstone Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 5, 2020 | Feb 6, 2020 |
| Brian John Brechler | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2019 | Dec 9, 2019 |
| Clayton Douglas Turner | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2019 | Dec 9, 2019 |
| James Kevin Glasheen | Fidelity Personal And Workplace Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2019 | Oct 22, 2020 (325 d) |
| Kenneth Hyman | Elysian Capital no RAUM | Creativeone Wealth, LLC independent RIA | Other | Oct 31, 2019 | Oct 26, 2020 (361 d) |
| Jeffery Gene Musgrove | Specialized Advisors independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 13, 2019 | Sep 9, 2019 |
| Ryan Evan Loynd | Realta Investment Advisors, Inc BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2019 | Sep 11, 2019 |
| David M Afraimi | Creativeone Securities, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2019 | Jul 1, 2019 |
| Bradley Derek Hablutzel | Ae Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 31, 2019 | Aug 5, 2019 |
| James C Ryan | Edward Jones national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Aug 8, 2023 (1476 d) |
| Ronald Ray Kincaid | Ten Capital Wealth Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 19, 2019 | May 22, 2019 |
| Jason Paul Hutchins | Global Financial Private Capital, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2019 | Apr 10, 2019 |
| William Joseph Revoir | Corecap Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2019 | Mar 29, 2019 |
| Kristie Dawn Cahill | Opes Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Mar 28, 2019 | Jan 8, 2025 (2113 d) |
| Ricardo William Cabrera | Wittman Capital Management Investment & Estate Counsel,LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Mar 26, 2019 | Apr 22, 2019 |
| Eric Seyboldt | Capital City Asset Management Group, LLC other | Creativeone Wealth, LLC independent RIA | Other | Feb 20, 2019 | Dec 20, 2019 (303 d) |
| Darryl Lamar Trimble | Wealth Management Group Of Georgia unclassified | Creativeone Wealth, LLC independent RIA | Other | Dec 31, 2018 | Nov 5, 2019 (309 d) |
| Rebecca Ann Havens | Arbor Point Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 14, 2019 |
| Erik B Bowman | USA Financial Securities LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Nov 30, 2018 | Nov 30, 2018 |
| Kory Joseph Fay | Edu Wealth Advisors LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Nov 27, 2018 | Nov 27, 2018 |
| Manly Parks Lee | Chitwood-Lindberg Wealth Management other | Creativeone Wealth, LLC independent RIA | Other | Oct 31, 2018 | Apr 24, 2023 (1636 d) |
| Todd W Talbot | Chitwood-Lindberg Wealth Management other | Creativeone Wealth, LLC independent RIA | Other | Oct 31, 2018 | Apr 21, 2023 (1633 d) |
| Marco Carlough Ginefra | Gradient Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Oct 16, 2018 | Oct 15, 2018 |
| Daniel Gilbert Gould | Financial Partners Group, Inc. independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Oct 15, 2018 | Oct 15, 2018 |
| Dave Alan Buchanan | Gradient Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Oct 9, 2018 | Oct 11, 2018 |
| Paul Jacob Kitzrow | Global Financial Private Capital, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2018 | Oct 3, 2018 |
| Brian William Harrold | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2018 | Sep 24, 2018 |
| Andrew Paul Congleton | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2018 | Sep 24, 2018 |
| Hayward Lamar Sawyer | Decker Retirement Planning Inc. independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 19, 2018 | Nov 16, 2018 (58 d) |
| Richard Charles Eddy | Cona Investment Advisors, LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Aug 22, 2018 | Jul 20, 2018 |
| Kelly Therese Landry | Cona Investment Advisors, LLC unclassified | Creativeone Wealth, LLC independent RIA | Other | Aug 9, 2018 | Jul 9, 2018 |
224 moves match.