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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

ANGIE D TRANDAI

Advisor at CREATIVEONE SECURITIES, LLC

OVERLAND PARK, KS | West Chester, OH | Orlando, FL

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Search this name across graphsid dfx:ria:1c56eee4-2bfe-0ba7-b0f9-47d6ddb158ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE SECURITIES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 17, 1998
First registration: Sep 21, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 3019883

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Orlando, FL\|OVERLAND PARK, KS\|OVERLAND PARK, KS\|West Chester, OH	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Mar 8, 2013	Feb 18, 2026	no	Urbandale, IA\|WEST CHESTER, OH\|ORLANDO, FL\|LAKE FOREST, IL\|URBANDALE, IA	Previous registration
CHARTER ADVISORY CORPORATION	Independent wealth	Oct 1, 2009	Mar 12, 2013	no	WEST CHESTER, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Sep 22, 2009	no	WEST CHESTER, OH	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Sep 21, 2000	Sep 8, 2009	no	BOSTON, MA\|WEST CHESTER, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRITY ALLIANCE, LLC	CREATIVEONE SECURITIES, LLC	Feb 18, 2026	Feb 13, 2026	-5	Firm change	Ibd to ibd
CHARTER ADVISORY CORPORATION	INTEGRITY ALLIANCE, LLC	Mar 12, 2013	Mar 8, 2013	-4	Firm change	Other
LPL FINANCIAL LLC	CHARTER ADVISORY CORPORATION	Sep 22, 2009	Oct 1, 2009	9	Firm change	Other
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
139627:152974:IA:2026-02-18	Feb 18, 2026	Feb 13, 2026	URBANDALE, IA	Firm change

Relationships

Registered with (5)

→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Mar 8, 2013 to Feb 18, 2026factForm ADV
→ CHARTER ADVISORY CORPORATIONRegistered adviserregistration: previous registration
Oct 1, 2009 to Mar 12, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Sep 22, 2009factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Sep 21, 2000 to Sep 8, 2009factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
Angie D Trandai left Integrity Alliance, Llc for Creativeone Securities, Llc (registered 2026-02-13)
Form ADVobserved 4 days ago