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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Farril Holman | Ae Wealth Management, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2026 | Sep 2, 2026 |
| Ju Hui Sirithasack | Raymond James Financial Services Advisors, Inc BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2026 | Aug 14, 2026 |
| Jacob Lee Snyder | Raymond James Financial Services Advisors, Inc BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2026 | Aug 14, 2026 |
| Michael Joseph Cajthaml | Ae Wealth Management, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Aug 11, 2026 |
| Steven Harverd Greig | Iams Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 20, 2026 | Jul 17, 2026 |
| Shawn Lynn Tipping | Empower Advisory Group, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Aug 14, 2026 |
| Davied M. Miller | Strategic Advisers LLC national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | Aug 25, 2026 (116 d) |
| Janet Mohler Knight | Foundations Investment Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Apr 7, 2026 | Apr 8, 2026 |
| Bryan Gurss | Planmember Securities Corporation independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Apr 6, 2026 | Apr 7, 2026 |
| Michael James Beyersdorf | Integrity Advisory Solutions independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Mar 6, 2026 | Mar 4, 2026 |
| Gabriel Allyn Jewell | Northern Trust Investments, Incorporated asset manager | Creativeone Wealth, LLC independent RIA | Other | Feb 13, 2026 | Apr 27, 2026 (73 d) |
| Sangmin Kim | Integrity Advisory Solutions independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 12, 2026 | Feb 2, 2026 |
| Amy Marie Roberts | Simplicity Wealth mixed wealth | Creativeone Wealth, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Dec 10, 2025 |
| Joseph Oliva Donti | Safeguard Investment Advisory Group, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2025 | Dec 11, 2025 |
| Douglas William Aumont | Entrewealth independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Nov 24, 2025 | Jan 8, 2026 (45 d) |
| Brian Thomas Abbott | Cambridge Investment Research Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Oct 9, 2025 |
| Shawn Michael Wrisley | Ae Wealth Management, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Nov 13, 2025 |
| Corbin Kerr Meireis | Cambridge Investment Research Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2025 | Oct 9, 2025 |
| Carl Martin Lovsted | Spg Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 26, 2025 | Nov 3, 2025 (38 d) |
| Thaine Allan Streit | Chief Advisors Corp state registered | Creativeone Wealth, LLC independent RIA | Other | Sep 23, 2025 | Sep 23, 2025 |
| Cody Allen Crawford | Spg Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 10, 2025 | Oct 13, 2025 (33 d) |
| Jonathan P English | Foundations Investment Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 2, 2025 | Sep 2, 2025 |
| Trey Robert Holman | Ae Wealth Management, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2025 | Aug 22, 2025 |
| Erica Rice | Edward Jones national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Aug 12, 2025 |
| Luther Murlin Sweigert | Api Financial Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Aug 4, 2025 | Aug 1, 2025 |
| Scott Edward Stooksbury | Cfg Retirement independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 23, 2025 | Jul 10, 2025 |
| Misty Dawn Stoddart | Clarity Capital Partners independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 23, 2025 | Jun 16, 2025 |
| Samuel Hunter Beall | Northwestern Mutual Investment Services,LLC no RAUM | Creativeone Wealth, LLC independent RIA | Other | Jun 5, 2025 | Jun 3, 2025 |
| Daniel Mark Carter | Safeguard Investment Advisory Group, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jun 6, 2025 |
| Jeremy Steven Fritsch | Equitable Advisors, LLC national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 | May 29, 2025 |
| Mike Alan Demeuse | Cetera Investment Advisers LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2025 | Mar 31, 2025 |
| Eric Ronald Traczyk | Edelman Financial Engines independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 21, 2025 | Jul 15, 2025 (144 d) |
| Brian Keith Wronko | Wise Wealth, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 4, 2025 | Jun 25, 2024 |
| Matthew Brent Longland | Prosperity Capital Advisors independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 15, 2025 |
| Brett Thomas Lawless | Fefa Financial independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jan 13, 2025 | Jan 6, 2025 |
| Nicholas James Peterson | Corecap Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2024 | Dec 9, 2024 |
| Alan Paul Harris | Corecap Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2024 | Nov 26, 2024 |
| Marti Burke Marache | Sanctuary Advisors, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2024 | Dec 6, 2024 |
| Harrison Scott Falteisek | Osaic Wealth, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2024 | Nov 1, 2024 |
| Bradley J Palmersheim | Osaic Wealth, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2024 | Nov 4, 2024 |
| Nicholas M Donakowski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Creativeone Wealth, LLC independent RIA | Wirehouse to independent RIA | Sep 25, 2024 | Nov 25, 2024 (61 d) |
| Joshua M. Moody | Arete Wealth Advisors, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2024 | Jan 1, 2026 (479 d) |
| Sean Alexander Nouveau | Iams Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 30, 2024 | Apr 6, 2026 (615 d) |
| Steven Harverd Greig | Simplicity Wealth other | Creativeone Wealth, LLC independent RIA | Other | Jul 12, 2024 | Jul 12, 2024 |
| James Pati | Maripau Wealth Management LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jul 9, 2024 |
| Chang Shin | Ae Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 18, 2024 | Oct 18, 2024 (122 d) |
| Bryan James Payton | Ae Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 7, 2024 | Jul 25, 2024 (48 d) |
| Gregory Vladimir Timofeyev | Fidelity Personal And Workplace Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2024 | Jul 14, 2025 (409 d) |
| Francis Michael Gargano | Concourse Financial Group Advisors BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2024 | May 3, 2024 |
| Edward Michael Botelho | Horter Investment Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 17, 2024 | May 17, 2024 |
| Courdney Williams | Simplyria Advisor Network independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 15, 2024 | Dec 13, 2024 (212 d) |
| Scott Edward Sidor | Ae Wealth Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 2, 2024 | May 9, 2024 |
| Nathan Lehnerz | MML Investors Services, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2024 | May 7, 2024 |
| Berton Robert Brown | Gladstone Wealth Partners BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2024 | Jan 21, 2025 (302 d) |
| Andrew Steven Heifer | Virtue Capital Management, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 12, 2024 | Feb 9, 2024 |
| James Dean Kersey | Planmember Securities Corporation independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Feb 2, 2024 | Feb 1, 2024 |
| Brent Wade Crawford | Securities America Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2024 | Jan 25, 2024 |
| Paul Groeschel-Johnson | Principal Securities, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2024 | Jan 29, 2025 (371 d) |
| Patrick Charles Wiegers | Cambridge Investment Research Advisors, Inc. BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2023 | Dec 22, 2023 |
| Matthew Edward Corman | Ae Wealth Management, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2023 | Dec 26, 2023 |
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224 moves match.