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 Planning Institutional Advisors, 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
William Lawrence KesselCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 10, 2026Dec 22, 2021
Amy Lynn SullivanCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Aug 14, 2025
Alison Anne BettonvilleCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Aug 14, 2025
Michael Alan WarfordCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Jul 22, 2025
Michael Adrian RareyCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Aug 14, 2025
Colin Michael RogersCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Aug 1, 2025
Carrie Walters ShapiroCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Jul 23, 2025
Molly Mcquillan PowersCap Strat institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 10, 2025Jul 23, 2025
Dagmara Katarzyna FrankowskaSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC institutionalOtherDec 9, 2025Aug 29, 2024
Sharina Maria MeridSageview Private Client Group, LLC no RAUMCreative Planning Institutional Advisors, LLC otherOtherDec 9, 2025Jul 2, 2020
Samir AhmedAvantax Planning Partners, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJul 14, 2025Jul 15, 2025
Sherise Lanay SteeleForthright Capital independent RIACreative Planning Institutional Advisors, LLC institutionalOtherApr 2, 2025Apr 16, 2025
Michael Christian EriquezEquitable Advisors, LLC national BDCreative Planning Institutional Advisors, LLC institutionalOtherJan 7, 2025Jan 8, 2025
Christopher John LogiuratoVanguard Advisers, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherDec 31, 2024Sep 16, 2025 (259 d)
Doug Michael O'RearGlobal Retirement Partners LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 4, 2024Dec 2, 2024
Monica Kostrzewa IvinsRather & Kittrell, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherAug 30, 2024Sep 17, 2024
Linda Nmn GrizelyVisions Financial Planning unclassifiedCreative Planning Institutional Advisors, LLC institutionalOtherAug 2, 2024Aug 26, 2024
Jeffrey Todd BrewerOsaic Fa, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherMay 2, 2024Jul 20, 2026 (809 d)
Benjamin Andrew SithensRetirement And Wealth At Alliant, LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherMar 27, 2024Apr 24, 2024
Renae RansdellCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherMar 27, 2024Dec 22, 2021
John Aylward FletcherMariner BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherMar 4, 2024Mar 15, 2024
Natalie Joy BrentCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 11, 2024Jan 21, 2022
Kindra Jean ByerlyCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 11, 2024Dec 22, 2021
Kevin Glen WardCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 9, 2024Dec 22, 2021
Alexis Ann ZuccaroCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 9, 2024Dec 22, 2021
Jared Paul RemeszCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 9, 2024Dec 22, 2021
Morgan Callahan GolichCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJan 9, 2024Jan 11, 2022
Elizabeth Nora McgeeCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherDec 15, 2023Dec 22, 2021
Justin S PalettWells Fargo Advisors wirehouseCreative Planning Institutional Advisors, LLC institutionalOtherDec 15, 2023Jan 9, 2024
Daniel K PalmerCommonwealth Financial Network national BDCreative Planning Institutional Advisors, LLC institutionalOtherDec 4, 2023Dec 20, 2023
Anthony FranchimoneOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherNov 22, 2023May 10, 2023
Larry Robert DeatherageOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherNov 22, 2023May 11, 2023
Andrew Martin SpearmanCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherNov 7, 2023Dec 22, 2021
Bismarck O. DarkoUnited Capital Financial Advisors BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherOct 25, 2023Oct 13, 2023
John Michael SchindlerRaymond James Financial Services Advisors, Inc BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherSep 25, 2023Nov 14, 2023 (50 d)
Matthew Alexander CosgriffBergankdv Wealth Management, LLC mixed wealthCreative Planning Institutional Advisors, LLC institutionalOtherJul 17, 2023Aug 7, 2023
Winston C VenturaOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJul 10, 2023May 9, 2023
Kenneth Gregory BarnesCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 30, 2023Nov 20, 2018
Steven Craig HenningsonCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Apr 29, 2005
Michael Stuart RankinCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Oct 11, 2020
Gregory Andrew KoehlerCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Feb 8, 2013
Eszter Klara KochCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Mar 20, 2017
Brock Martin BeckerCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Jan 7, 2009
Robert Joseph SayreCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Jun 11, 2009
Dennis Patrick MaguireCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Jun 11, 2009
Nicholas Lawrence JahnCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJun 29, 2023Aug 8, 2013
Warren Davis WatersCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJun 28, 2023Dec 22, 2021
Fabrizio GiaconaCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJun 21, 2023Dec 22, 2021
Robert Anderson PearlCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJun 21, 2023Dec 22, 2021
Randi Lynn HarrisonCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherJun 13, 2023Jan 11, 2022
Garrett Dale PattonPersonal Capital Advisors Corporation independent RIACreative Planning Institutional Advisors, LLC institutionalOtherMar 22, 2023Sep 9, 2024 (537 d)
Nicholas David FallerCetera Investment Advisers LLC BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherFeb 24, 2023Jan 11, 2022
Neil Eric ElmouchiSummit Financial Consultants, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 22, 2022Jun 17, 2022
Christine Emma QuinteroSummit Financial Consultants, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 22, 2022Jun 17, 2022
Cody Matthew KleinSummit Financial Consultants, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherDec 22, 2022Jun 17, 2022
Angelica Vernay ProctorNorthwestern Mutual Investment Services,LLC no RAUMCreative Planning Institutional Advisors, LLC institutionalOtherDec 21, 2022Jan 2, 2023
Kasi Richardson BoylesOsaic Fa, Inc. BD affiliatedCreative Planning Institutional Advisors, LLC institutionalOtherNov 11, 2022Jan 25, 2023 (75 d)
Sophie Anne BenanderRwa Wealth Partners independent RIACreative Planning Institutional Advisors, LLC institutionalOtherOct 24, 2022Nov 8, 2022
Cesar Alonzo RomeroKsi Financial unclassifiedCreative Planning Institutional Advisors, LLC institutionalOtherOct 19, 2022Oct 25, 2022
Kyle Jeffrey ThompsonC-J Advisory, Inc. independent RIACreative Planning Institutional Advisors, LLC institutionalOtherAug 10, 2022Oct 15, 2021
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151 moves match.