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 Creativeone Securities, 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 |
|---|---|---|---|---|---|
| James Edmond Clements | Cwm, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2026 | Apr 20, 2026 |
| Madeline Nicole Key | Ae Wealth Management, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2026 | Apr 22, 2026 |
| Brandon A Jew | Raymond James & Associates, Inc. national BD | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 23, 2026 |
| Angie D Trandai | Integrity Alliance, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 13, 2026 |
| Tancuong Trandai | Integrity Alliance, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 13, 2026 |
| Glen Jay Barber | Cape Investment Advisory, Inc. independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2025 | Nov 8, 2025 |
| Josh Neil Christian | Edward Jones national BD | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Apr 4, 2025 |
| Antonio Thomas Savarese | Osaic Wealth, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2025 | Mar 10, 2025 |
| William Campbell Monroe III | Cape Investment Advisory, Inc. independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2024 | Dec 4, 2024 |
| Mark Edward Hugunin | Voya Financial Advisors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2024 | Sep 9, 2024 |
| Daniel James Rundahl | Integrity Alliance, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Jul 2, 2024 |
| Fredric Eugene Goodman | Osaic Wealth, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2024 | Mar 1, 2024 |
| Mark Martin Rubin | Creativeone Wealth, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Jul 14, 2021 |
| Karen Marie Zicht | Transamerica Financial Advisors, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | Jan 11, 2024 |
| Louis Adam Goldman | American Portfolios Advisors, Inc BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2023 | Mar 13, 2024 (145 d) |
| James Porter Rankin | Creativeone Wealth, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Nov 3, 2022 |
| William Lawrence Curry | Alexander Capital Wealth Management LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Oct 24, 2023 |
| Gerald Holton Deatherage | Cetera Advisors LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2023 | Jul 13, 2023 |
| David Benjamin Kay | Securities America Advisors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2023 | Apr 21, 2023 |
| David Barol | Securities America Advisors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2023 | Mar 28, 2023 |
| Harry Tuller Johnson | Integrity Alliance, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 4, 2022 | Aug 4, 2022 |
| Jeffrey Charles Babcock | Calton & Associates, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2022 | Apr 29, 2022 |
| Steven Jay Puckett | Fsg Financial Services, Inc. state registered | Creativeone Securities, LLC BD affiliated | Other | Jan 31, 2022 | Feb 23, 2022 |
| Jimmy Ray Nash | First Heartland Consultants, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2021 | Nov 1, 2021 |
| Steven Michael Milligan | Osaic Institutions, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2021 | Sep 30, 2021 |
| Bryan C Woodell | Hornor, Townsend & Kent, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2021 | Oct 14, 2021 |
| Byron Keith Larkin | Cetera Advisors LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2021 | Sep 2, 2021 |
| James Vernon Regier | Cetera Advisor Networks LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2021 | Jul 1, 2021 |
| Philip Brown | Mcadam LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2021 | Aug 18, 2021 (48 d) |
| Robert Dale Olvera | Raymond James Financial Services Advisors, Inc BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2021 | Apr 27, 2021 |
| Christine Mary Truttmann | Biltmore Investment Management, LLC other | Creativeone Securities, LLC BD affiliated | Other | Jul 27, 2020 | Jan 31, 2024 (1283 d) |
| Wayburn Allen Costellow | Center Street Advisors, Inc. independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2020 | Jun 10, 2020 |
| Kevin Christopher Lutz | Pbmares Wealth Management LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2020 | Jun 8, 2020 |
| Greg Charles Greer | Lg Advisory Group, LLC unclassified | Creativeone Securities, LLC BD affiliated | Other | Mar 12, 2020 | Feb 26, 2020 |
| Enrico Giovanni Cacciapuoti | Mutual Of Omaha Investor Services, Inc. no RAUM | Creativeone Securities, LLC BD affiliated | Other | Oct 28, 2019 | Mar 18, 2020 (142 d) |
| Lawrence Rembert Mickle | Capital Investment Advisory Services, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2019 | May 5, 2021 (586 d) |
| Eric Evan Everson | Integrity Alliance, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2019 | Aug 27, 2026 (2597 d) |
| Tyler Don Sullivan | Edward Jones national BD | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2019 | Dec 4, 2024 (2060 d) |
| Mark Charles Dimaria | G. A. Repple & Company BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2019 | Jan 2, 2020 (325 d) |
| Joseph Reid Gilleland | Osaic Wealth, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2018 | Jan 2, 2019 |
| Michael Jon Binstock | Cambridge Investment Research Advisors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2018 | Dec 13, 2018 |
| Jeremy Wingo Withers | Signator Investors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 31, 2018 |
| James Paul Smith | Signator Investors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2018 | Nov 1, 2018 |
| Timothy C Angelos | Signator Investors, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2018 | Nov 1, 2018 |
| Russell D Rhodes | Edward Jones national BD | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2018 | Oct 17, 2018 |
| Kathy K Jurgensen | Sagepoint Financial, Inc. BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2018 | Apr 9, 2019 (179 d) |
| Michele George Savarese | Kestra Advisory Services, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2018 | Aug 16, 2018 |
| Michael Alan Wienandt | Kestra Advisory Services, LLC BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2018 | Aug 16, 2018 |
| Gilbert Michael Sabatka | Nfsg Corporation BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2018 | Apr 25, 2018 |
| Matthew Ray Bott | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Creativeone Securities, LLC BD affiliated | Other | Feb 21, 2018 | Jan 1, 2025 (2506 d) |
| Vernon James Henry | Cambridge Investment Research Advisors, Inc. other | Creativeone Securities, LLC BD affiliated | Other | Feb 13, 2018 | Feb 13, 2018 |
| Michael G Nash | Integrity Alliance, LLC independent RIA | Creativeone Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2017 | Jan 2, 2018 |
| Roger Lyle Gamble | Bfc Planning, Inc. other | Creativeone Securities, LLC BD affiliated | Other | Dec 14, 2017 | Dec 14, 2017 |
| Michael Edward Andries | Securities America Advisors, Inc. other | Creativeone Securities, LLC other | Other | Nov 14, 2017 | Nov 13, 2017 |
| Joshua Warren Tschirgi | Somerset Wealth Management, LLC state registered | Creativeone Securities, LLC other | Other | Oct 10, 2017 | Sep 19, 2017 |
| Michael James Axton | Ameritas Advisory Services other | Creativeone Securities, LLC BD affiliated | Other | Jul 31, 2017 | Nov 21, 2024 (2670 d) |
| Alan Kent Suiter | Saxony Capital Management, LLC other | Creativeone Securities, LLC other | Other | May 25, 2017 | May 5, 2017 |
| Michael Rosario Mannone | Hornor, Townsend & Kent, LLC other | Creativeone Securities, LLC other | Other | Jan 31, 2017 | Jun 1, 2017 (121 d) |
| Gerald Ray Barnes | Onpointe Advisory And Financial Services, LLC other | Creativeone Securities, LLC other | Other | Jan 4, 2017 | May 15, 2017 (131 d) |
| Thomas Bastiano Scarpaci | Ic Advisory Services, Inc. other | Creativeone Securities, LLC BD affiliated | Other | Dec 31, 2016 | Jan 13, 2022 (1839 d) |
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137 moves match.