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
Kelly Andrew DunnahooCona Investment Advisors, LLC unclassifiedCreativeone Wealth, LLC independent RIAOtherAug 9, 2018Aug 17, 2018
Jason Allen GrothCrown Capital Securities, L.P. independent RIACreativeone Wealth, LLC independent RIARIA to RIAAug 6, 2018Nov 28, 2018 (114 d)
Paul Glynn LindsayIntegrity Alliance, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 18, 2018Jun 18, 2018
Michael John SloanBrookstone Capital Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAApr 30, 2018Feb 13, 2019 (289 d)
James Porter RankinAe Wealth Management, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAApr 11, 2018Apr 24, 2018
Gordon Jay ForgioneLincoln Investment BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2018Apr 9, 2018
Frank Joseph Jaksa IIIMotiv8 Investments LLC independent RIACreativeone Wealth, LLC otherOtherMar 22, 2018Feb 27, 2018
Kevin Jordan CampbellLifepro Asset Management independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 19, 2018Apr 9, 2018 (49 d)
Beth Michele GarlickWaddell & Reed otherCreativeone Wealth, LLC independent RIAOtherDec 31, 2017Aug 20, 2019 (597 d)
Lars LarsenCreativeone Securities, LLC BD affiliatedCreativeone Wealth, LLC otherOtherDec 15, 2017Dec 11, 2017
Gary Charles HaackCorecap Advisors otherCreativeone Wealth, LLC otherOtherDec 11, 2017Nov 28, 2017
Christen Marie TschudinStrategic Advisers LLC national BDCreativeone Wealth, LLC otherOtherNov 21, 2017Feb 20, 2018 (91 d)
Jeffrey Martin WinterStrategic Wealth Advisors Group, Inc. independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 13, 2017May 5, 2022 (1634 d)
Gerard Vincent DoughertyThe Patriot Financial Group, LLC otherCreativeone Wealth, LLC otherOtherOct 27, 2017Oct 24, 2017
Klaus Gerhard SteinkeStrategic Advisers LLC national BDCreativeone Wealth, LLC otherOtherOct 9, 2017Nov 16, 2017 (38 d)
Dennis Eugene WiltSummit Financial Group Inc otherCreativeone Wealth, LLC otherOtherOct 3, 2017Nov 9, 2017 (37 d)
Michael Charles MollerSummit Financial Group Inc otherCreativeone Wealth, LLC otherOtherSep 19, 2017Sep 13, 2017
Jeffrey Joseph SchultzCetera Advisors LLC otherCreativeone Wealth, LLC independent RIAOtherSep 12, 2017Jan 1, 2025 (2668 d)
Michael H DistefanoRiverwater Partners LLC mixed wealthCreativeone Wealth, LLC independent RIARIA to RIASep 6, 2017Jul 3, 2018 (300 d)
Jon BartonDewaay Capital Management otherCreativeone Wealth, LLC otherOtherAug 3, 2017Jun 22, 2017
Levi Kenneth HuncovskyUnited Capital Management Of Kansas, Inc. otherCreativeone Wealth, LLC independent RIAOtherJun 20, 2017Jun 14, 2021 (1455 d)
Michael Ray GraberGradient Advisors, LLC otherCreativeone Wealth, LLC otherOtherMay 25, 2017Feb 27, 2018 (278 d)
Kelly Joseph CarterSummit Wealth Partners, LLC otherCreativeone Wealth, LLC independent RIAOtherMay 18, 2017Jan 1, 2025 (2785 d)
Matthew Nikhilesh GallagherCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherMay 15, 2017May 15, 2017
Joseph Richard DemeoRegal Investment Advisors LLC otherCreativeone Wealth, LLC independent RIAOtherMay 10, 2017Jan 13, 2021 (1344 d)
Eric Robert LahaieBrookstone Wealth Advisors, LLC otherCreativeone Wealth, LLC otherOtherApr 5, 2017Mar 20, 2017
Gregory Joseph GarbeffAllstate Financial Advisors, LLC no RAUMCreativeone Wealth, LLC otherOtherMar 1, 2017Apr 11, 2017 (41 d)
Sean Randolph StevensGradient Wealth Management otherCreativeone Wealth, LLC otherOtherFeb 10, 2017Feb 7, 2017
Theodore Robert MeyerCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherJan 30, 2017Jan 26, 2017
John Hardaway HaysCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 3, 2017
Wayne Scott BruntPackerland Brokerage Services, Inc. otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 22, 2018 (387 d)
Matthew John GreenCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 5, 2017
Stephen Cauley ScanlonMadison Avenue Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 27, 2016Jan 3, 2017
Eric Michael BarrEternity Investment Advisors, LLC unclassifiedCreativeone Wealth, LLC no RAUMOtherDec 1, 2016Oct 6, 2015
Brittany Danielle Slater-GautreauAlpha Cubed Investments, LLC otherCreativeone Wealth, LLC independent RIAOtherSep 22, 2016May 19, 2025 (3161 d)
David Franklin MooreAmerican Portfolios Advisors, Inc otherCreativeone Wealth, LLC independent RIAOtherMar 8, 2016Jul 22, 2019 (1231 d)
James D ZiferCreativeone Securities, LLC otherCreativeone Wealth, LLC otherOtherDec 31, 2014Jan 5, 2017 (736 d)
William Asher LaneVsr Advisory Services otherCreativeone Wealth, LLC independent RIAOtherDec 31, 2014Apr 3, 2025 (3746 d)
Cory Lynn LagerstromFrontier Wealth Management, LLC otherCreativeone Wealth, LLC no RAUMOtherApr 25, 2014Sep 25, 2015 (518 d)
Ralph A NicosiaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCreativeone Wealth, LLC independent RIAWirehouse to independent RIAMar 19, 2014Jun 28, 2023 (3388 d)
James Edward Wheeler1st Discount Brokerage, Inc. otherCreativeone Wealth, LLC independent RIAOtherApr 9, 2013Sep 18, 2018 (1988 d)
Richard Anthony MillerUSA Financial Securities LLC otherCreativeone Wealth, LLC independent RIAOtherJun 18, 2012Apr 10, 2018 (2122 d)
Royce Neal AngelGradient Advisors, LLC no RAUMCreativeone Wealth, LLC independent RIAOtherOct 24, 2011Apr 9, 2018 (2359 d)
Jamie A PlemonsAmeriprise Financial Services, LLC national BDCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2004Aug 4, 2023 (7102 d)
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224 moves match.