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 Solutions, 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 |
|---|---|---|---|---|---|
| Ryan W. Garland | Cambridge Investment Research Advisors, Inc. BD affiliated | Creative Financial Solutions, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 2, 2025 | Oct 9, 2024 |
| Steven Howe Smith | Sterne Agee Investment Advisor Services, Inc. other | Creative Financial Solutions, LLC state registered | Other | Mar 21, 2014 | Feb 28, 2008 |
| William Bret Hensley | Sterne Agee Investment Advisor Services, Inc. other | Creative Financial Solutions, LLC state registered | Other | Mar 21, 2014 | Jul 2, 2002 |
| Mark Richard Casto | Sterne Agee Investment Advisor Services, Inc. other | Creative Financial Solutions, LLC state registered | Other | Mar 21, 2014 | Feb 23, 2007 |
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4 moves match.