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RIA / WealthAdvisor28 years in industry

CURTIS BRIAN WILSON

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | Tulsa, OK

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Search this name across graphsid dfx:ria:2d6b01b8-e31e-381c-251c-65893eadc72e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 11, 1999 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 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: Jan 19, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 19, 1998
First registration: Jan 11, 1999
Dual registered: no
Other names: CURT WILSON
IAPD individual key: 1517272

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 WEALTH, LLC	Independent wealth	Jan 4, 2021	n/a	yes	OVERLAND PARK, KS\|Tulsa, OK	Current employment
BEAM WEALTH ADVISORS, INC.	Independent wealth	Nov 20, 2012	Dec 31, 2020	no	COVINGTON, LA\|TULSA, OK\|Tulsa, OK	Previous registration
SUMMIT INVESTMENT GROUP, LLC	Former SEC adviser	Dec 12, 2006	Dec 31, 2012	no	TULSA, OK	Previous registration
FWC WEALTH ADVISORS LLP	n/a	Jun 19, 2006	Mar 14, 2007	no	TULSA, OK	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Mar 31, 2004	Dec 31, 2004	no	TULSA, OK	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 11, 1999	Apr 1, 2004	no	TULSA, OK	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
BEAM WEALTH ADVISORS, INC.	CREATIVEONE WEALTH, LLC	Dec 31, 2020	Jan 4, 2021	4	Firm change	RIA to RIA
SUMMIT INVESTMENT GROUP, LLC	BEAM WEALTH ADVISORS, INC.	Dec 31, 2012	Nov 20, 2012	-41	Firm change after gap	Other
FWC WEALTH ADVISORS LLP	SUMMIT INVESTMENT GROUP, LLC	Mar 14, 2007	Dec 12, 2006	-92	Firm change after gap	Other
GENEOS WEALTH MANAGEMENT, INC.	FWC WEALTH ADVISORS LLP	Dec 31, 2004	Jun 19, 2006	535	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GENEOS WEALTH MANAGEMENT, INC.	Apr 1, 2004	Mar 31, 2004	-1	Firm change	Other

Relationships

Registered with (6)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ BEAM WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 20, 2012 to Dec 31, 2020factForm ADV
→ SUMMIT INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Dec 12, 2006 to Dec 31, 2012factForm ADV
→ FWC WEALTH ADVISORS LLPRegistered adviserregistration: previous registration
Jun 19, 2006 to Mar 14, 2007factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 31, 2004 to Dec 31, 2004factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 11, 1999 to Apr 1, 2004factForm ADV

Dated events

No dated event names this entity yet.