This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CREATIVEONE WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 17, 2016

First registration

Jan 25, 2017

Dual registered

no

IAPD individual key

6479074

• Occurred

  Jan 13, 2025
  Advisor changed firm

  Brett Thomas Lawless left Fefa Financial for Creativeone Wealth, Llc (registered 2025-01-06)

  Form ADVobserved 5 days ago
• Occurred

  Feb 19, 2024
  Advisor changed firm

  Brett Thomas Lawless left Ae Wealth Management, Llc for Fefa Financial (registered 2023-05-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:11f3900c-0b65-d7d4-227f-97bc8a78fc9a

First observed

Jan 25, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.