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 Investment Group
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 |
|---|---|---|---|---|---|
| Skye Knight Mejia | LPL Financial LLC BD affiliated | Creative Investment Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 12, 2025 | Feb 4, 2025 |
| Alex Bars | LPL Financial LLC BD affiliated | Creative Investment Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 12, 2025 | Feb 3, 2025 |
| Eric Nystrom | LPL Financial LLC BD affiliated | Creative Investment Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 21, 2025 | Feb 3, 2025 |
| Bradley Joseph Bars | LPL Financial LLC BD affiliated | Creative Investment Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 17, 2025 | Feb 4, 2025 |
| William George Keegan | Columbia Management Investment Advisers, LLC asset manager | Creative Investment Group independent RIA | Other | Mar 27, 2023 | Sep 26, 2025 (914 d) |
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5 moves match.