DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Creative Financial Designs, Inc.
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 |
|---|---|---|---|---|---|
| Robert Kennedy Kretz | Pnc Wealth Management BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 2, 2026 |
| Sue Ellen Allbaugh | Pnc Wealth Management BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 6, 2026 |
| Mark Leon Magruder | Geneos Wealth Management, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | Apr 30, 2026 |
| Angel Luis Sotomayor | Geneos Wealth Management, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | Apr 30, 2026 |
| Kenneth Daniel Coe | Integrated Capital Management independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2026 | May 1, 2026 |
| Michael Christian Gray | Csenge Advisory Group, LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2026 | Apr 29, 2026 |
| James S Boys | Ae Wealth Management, LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2026 | Apr 7, 2026 |
| Gary James Oie | Osaic Wealth, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Jan 22, 2026 |
| Tawny Flynn | LPL Enterprise, LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 29, 2025 |
| Austin England | Core Planning independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 8, 2025 |
| Paul Howard Miller | Foundations Investment Advisors LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2025 | Jul 15, 2025 |
| Brian Robert Carlson | Assetmark, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2025 | Jul 2, 2026 (542 d) |
| Christopher C Hull | Cetera Investment Advisers LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2024 | Jul 2, 2024 |
| Richard Kenneth Keith | First Heartland Consultants, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2024 | May 16, 2024 |
| Alan Edward Chandler | Cadaret Grant & Co Inc BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2024 | May 1, 2024 |
| Jared Matthew Houseman | Cadaret Grant & Co Inc BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2024 | May 1, 2024 |
| Edward C Irwin | Q3 Advisors, LLC no RAUM | Creative Financial Designs, Inc. BD affiliated | Other | Jan 10, 2024 | Jan 31, 2024 |
| David Simeone | Touchstone Capital, Inc. independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 9, 2024 | Dec 21, 2023 |
| Gabriela Rubio | RBC Capital Markets, LLC national BD | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2023 | Jan 8, 2024 (75 d) |
| Ryan Douglas Ollar | LPL Financial LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2023 | Aug 9, 2023 |
| William Lee Grossman | Woodbury Financial Services, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2023 | Jun 5, 2023 |
| David Calvin Lolley | Osaic Fs, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2023 | May 5, 2023 |
| Jacob Jack Oliver | Foundations Investment Advisors LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2023 | Apr 11, 2023 |
| Joseph Verissimo | Inspire Investing, LLC asset manager | Creative Financial Designs, Inc. BD affiliated | Other | Mar 29, 2023 | Nov 23, 2022 |
| D Mark Smith | Wells Fargo Advisors wirehouse | Creative Financial Designs, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 25, 2023 | Jan 13, 2023 |
| Scott Wilbur Lucas | Beacon Wealth Consultants, Inc. independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2022 | Dec 5, 2022 |
| Daniel Ballister | MML Investors Services, LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2022 | Feb 27, 2026 (1323 d) |
| Jaime Javier Gaona | Edward Jones national BD | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 11, 2022 | Jan 13, 2022 |
| Jack D Brannan | Capital Analysts BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2022 | Jan 4, 2022 |
| Mark Gerard Loftus | Hbw Advisory Services LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2021 | Nov 3, 2021 |
| Benjamin Paul Forgrave | LPL Financial LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2021 | Nov 1, 2021 |
| James Hoodenpyle | Eagle Strategies LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2021 | Apr 21, 2021 |
| Nolan Christopher Dill | Wells Fargo Advisors wirehouse | Creative Financial Designs, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2021 | Apr 19, 2021 |
| Jeremy Matthew Braden | Eagle Strategies LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2021 | Mar 5, 2021 |
| Anthony Mark Montenegro | D.A. Davidson & Co. independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2021 | Jan 4, 2021 |
| Michael Andrew Mcneal | Avantax Advisory Services BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2020 | Nov 30, 2020 |
| Daniel Lee Hoelscher | Seniormark, LLC state registered | Creative Financial Designs, Inc. BD affiliated | Other | Sep 24, 2020 | Jul 26, 2019 |
| Rachael M. Camp | J.P. Morgan Securities LLC wirehouse | Creative Financial Designs, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 11, 2020 | Jun 24, 2020 |
| Andrew Gerry Hackett | Cuso Financial Services, L.P. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2020 | Apr 30, 2020 |
| Douglas Eugene Henke | LPL Financial LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2020 | Apr 1, 2020 |
| Jill Rene Woods | Retirement Plan Advisors, LLC mixed wealth | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2020 | Apr 1, 2020 |
| Kim I Marshall | Stifel, Nicolaus & Company, Incorporated national BD | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2020 | Feb 7, 2020 |
| Timothy John Kling | Raymond James Financial Services Advisors, Inc BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jan 2, 2020 |
| Nicholas Glen Daniels | Thrivent Investment Management Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2019 | Aug 12, 2019 |
| Douglas David Hanson | Thrivent Investment Management Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2019 | Aug 5, 2019 |
| Jeffrey J Johnson | J. W. Cole Advisors, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2019 | Jul 30, 2019 |
| Robin K Runco | Wells Fargo Advisors wirehouse | Creative Financial Designs, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2019 | Mar 5, 2020 (273 d) |
| Saeed Abdulla Sulaiman | Questar Asset Management, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2019 | Jan 28, 2019 |
| Dhruv Pershad Gupta | Foresters Equity Services, Inc. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2018 | Aug 2, 2018 |
| Richard Albert Wilson | Pruco Securities, LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2018 | Aug 23, 2018 |
| Leonard Lester Neisler | MML Investors Services, LLC BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2018 | Jun 27, 2018 (49 d) |
| John Allan Poage | LPL Financial LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 12, 2018 | Jan 9, 2020 (637 d) |
| Benjamin David Franklin | First Allied Advisory Services, Inc. other | Creative Financial Designs, Inc. other | Other | Feb 28, 2018 | Feb 27, 2018 |
| Timothy A Franklin | First Allied Advisory Services, Inc. other | Creative Financial Designs, Inc. other | Other | Feb 27, 2018 | Feb 27, 2018 |
| Jimm Scott Nidlinger | Signator Investors, Inc. other | Creative Financial Designs, Inc. other | Other | Dec 31, 2017 | Feb 18, 2018 (49 d) |
| Thomas Jefferson Faulconer | Money Concepts Advisory Service other | Creative Financial Designs, Inc. other | Other | Dec 31, 2017 | Feb 11, 2018 (42 d) |
| Matthew J Holt | MML Investors Services, LLC other | Creative Financial Designs, Inc. BD affiliated | Other | Dec 15, 2017 | Jul 28, 2020 (956 d) |
| John D Kampen | Northland Asset Management other | Creative Financial Designs, Inc. other | Other | Nov 15, 2017 | Nov 22, 2017 |
| Paul Martin Betenbaugh | Securities America Advisors, Inc. other | Creative Financial Designs, Inc. BD affiliated | Other | Sep 28, 2017 | May 24, 2018 (238 d) |
| Dawn Leclaire Walker | LPL Financial LLC other | Creative Financial Designs, Inc. other | Other | Sep 1, 2017 | Oct 25, 2017 (54 d) |
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164 moves match.