DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Capital Creek Partners
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 |
|---|---|---|---|---|---|
| Matthew Jon Adams | Caz Investments L.P. asset manager | Capital Creek Partners mixed wealth | Other | Nov 18, 2024 | Jun 3, 2026 (562 d) |
| Scott Thomas Honig | Caz Investments L.P. asset manager | Capital Creek Partners mixed wealth | Other | Oct 18, 2024 | Apr 15, 2026 (544 d) |
| George Harry Watson | Sendero Wealth Management, LLC independent RIA | Capital Creek Partners mixed wealth | RIA to RIA | Mar 22, 2024 | Apr 18, 2024 |
| Pamela Janysek | Luther King Capital Management Corporation mixed wealth | Capital Creek Partners independent RIA | RIA to RIA | Nov 11, 2022 | Mar 9, 2023 (118 d) |
| Robert Paul Gauntt | Avalon Investment & Advisory independent RIA | Capital Creek Partners mixed wealth | RIA to RIA | Feb 20, 2019 | Feb 4, 2021 (715 d) |
| Brett Ashley Longoria | Avalon Investment & Advisory independent RIA | Capital Creek Partners mixed wealth | RIA to RIA | Jan 19, 2019 | Dec 10, 2020 (691 d) |
| Michael Edwin Miller | Sendero Wealth Management, LLC other | Capital Creek Partners mixed wealth | Other | Sep 4, 2015 | Jan 6, 2021 (1951 d) |
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7 moves match.