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

Oct 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 31, 2009

First registration

Jan 30, 2015

Dual registered

no

Other names

JOSH MOODY

IAPD individual key

5584219

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Joshua M. Moody left Arete Wealth Advisors, Llc for Creativeone Wealth, Llc (registered 2026-01-01)

  Form ADVobserved 5 days ago
• Occurred

  Jun 13, 2023
  Advisor changed firm

  Joshua M. Moody left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2023-03-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2202debe-1162-dcb1-76bc-df5f30f6fea7

First observed

Jan 30, 2015

Last observed

Sep 14, 2026 7 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.