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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Lewis Center, OH
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 | Dec 20, 2019 | n/a | yes | OVERLAND PARK, KS|Lewis Center, OH | Current employment |
| CAPITAL CITY ASSET MANAGEMENT GROUP, LLC | Former SEC adviser | Jul 2, 2018 | Feb 20, 2019 | no | POWELL, OH | Previous registration |
| NATIONWIDE SECURITIES, LLC | No RAUM reported | Aug 13, 2008 | Jan 15, 2016 | no | LEWIS CENTER, OH|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL CITY ASSET MANAGEMENT GROUP, LLC | CREATIVEONE WEALTH, LLC | Feb 20, 2019 | Dec 20, 2019 | 303 | Firm change | Other |
| NATIONWIDE SECURITIES, LLC | CAPITAL CITY ASSET MANAGEMENT GROUP, LLC | Jan 15, 2016 | Jul 2, 2018 | 899 | Firm change after gap | Other |