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 Creekmur Asset Management, 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
Christopher Scott WrightIdle Hill Advisors LLC independent RIACreekmur Asset Management, LLC independent RIARIA to RIASep 8, 2026Aug 26, 2026
Raymond Edwin WhitakerAe Wealth Management, LLC BD affiliatedCreekmur Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2026Apr 7, 2026
Robert Adam PersonettAe Wealth Management, LLC BD affiliatedCreekmur Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2026Apr 7, 2026
Dennis Arnold FulkersonFulkerson Financial Services, LLC unclassifiedCreekmur Asset Management, LLC independent RIAOtherMay 7, 2026Feb 6, 2026
Tyler BennettMML Investors Services, LLC BD affiliatedCreekmur Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2026Mar 11, 2026
Owen Reed CumminsValmark Advisers, Inc. BD affiliatedCreekmur Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2025Oct 1, 2025
Brian Wayne BowenIntegrity Financial Planning, Inc. unclassifiedCreekmur Asset Management, LLC independent RIAOtherJul 22, 2025Jul 23, 2025
Emily Elizabeth ElfallahIntegrity Financial Planning, Inc. unclassifiedCreekmur Asset Management, LLC independent RIAOtherMar 20, 2025Mar 20, 2025
Madison Brooke WhiteIntegrity Financial Planning, Inc. unclassifiedCreekmur Asset Management, LLC independent RIAOtherMar 20, 2025Mar 20, 2025
James Michael FergusonWells Fargo Advisors wirehouseCreekmur Asset Management, LLC independent RIAWirehouse to independent RIAOct 22, 2024Feb 12, 2025 (113 d)
Anthony Aaron WrightRetirement Specialty Group, Inc. independent RIACreekmur Asset Management, LLC independent RIARIA to RIAAug 1, 2024May 21, 2024
Jacob Thomas JablonskiZacks Investment Management, Inc. mixed wealthCreekmur Asset Management, LLC independent RIARIA to RIANov 29, 2023Nov 22, 2023
Darby Lynn DepauwPlanmember Securities Corporation independent RIACreekmur Asset Management, LLC independent RIARIA to RIAApr 19, 2023May 21, 2024 (398 d)
Clark David RandallCambridge Investment Research Advisors, Inc. BD affiliatedCreekmur Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2023Mar 21, 2023
Nicole Andrea GeraciRocky Mountain Planning Group, Inc otherCreekmur Asset Management, LLC independent RIAOtherAug 15, 2022Jul 13, 2022
Grace Catherine WellwertsRocky Mountain Planning Group, Inc otherCreekmur Asset Management, LLC independent RIAOtherAug 12, 2022Aug 15, 2022
Andrew Michael PiselSavant Wealth Management independent RIACreekmur Asset Management, LLC independent RIARIA to RIADec 1, 2021Jan 10, 2022 (40 d)
John Mark CreekmurAe Wealth Management, LLC independent RIACreekmur Asset Management, LLC no RAUMRIA to a newly registered adviserJun 30, 2020Jan 24, 2020
Andrew Doyle CreekmurAe Wealth Management, LLC independent RIACreekmur Asset Management, LLC no RAUMRIA to a newly registered adviserJun 30, 2020Feb 3, 2020
James Herold AndersonAe Wealth Management, LLC independent RIACreekmur Asset Management, LLC no RAUMRIA to a newly registered adviserJun 30, 2020Feb 3, 2020
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20 moves match.