DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | La Verne, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | Independent wealth | Aug 17, 2018 | n/a | yes | La Verne, CA|OVERLAND PARK, KS | Current employment |
| CONA INVESTMENT ADVISORS, LLC | n/a | Jan 12, 2011 | Aug 9, 2018 | no | LA VERNE, CA | Previous registration |
| CAPITAL FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 5, 2010 | Dec 31, 2010 | no | Minot, ND|SAUGUS, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Feb 15, 2008 | Dec 31, 2009 | no | GOLD RIVER, CA|SAUGUS, CA|SAUGUS, CA|CLEARWATER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONA INVESTMENT ADVISORS, LLC | CREATIVEONE WEALTH, LLC | Aug 9, 2018 | Aug 17, 2018 | 8 | Firm change | Other |
| CAPITAL FINANCIAL SERVICES, INC. | CONA INVESTMENT ADVISORS, LLC | Dec 31, 2010 | Jan 12, 2011 | 12 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | CAPITAL FINANCIAL SERVICES, INC. | Dec 31, 2009 | Jan 5, 2010 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154483:281213:CA:2018-08-09 | Aug 9, 2018 | Aug 17, 2018 | LA VERNE, CA | Firm change |