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RIA / WealthAdvisor30 years in industry

PAUL GLYNN LINDSAY

Advisor at CREATIVEONE WEALTH, LLC

CARY, NC | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2ef02005-3a04-4e49-755d-a18760f55b3f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 5, 2005 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: Aug 2, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 2, 1996
First registration: May 5, 2005
Dual registered: no
IAPD individual key: 2774604

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	Jun 18, 2018	n/a	yes	CARY, NC\|OVERLAND PARK, KS	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Oct 1, 2009	Jun 18, 2018	no	CARY, NC\|Urbandale, IA\|CARY, NC	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 29, 2008	Oct 27, 2009	no	CARY, NC\|MORRISVILLE, NC\|MORRISVILLE, NC	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Apr 21, 2008	Jul 30, 2008	no	RALEIGH, NC\|IRVINE, CA	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Sep 8, 2005	Jun 30, 2006	no	PANAMA CITY, FL\|Cary, NC	Previous registration
FIRST COMMAND BANK	n/a	May 5, 2005	Sep 14, 2005	no	FORT WORTH, TX	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 WEALTH, LLC	Jun 18, 2018	Jun 18, 2018	0	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	INTEGRITY ALLIANCE, LLC	Oct 27, 2009	Oct 1, 2009	-26	Firm change	Other
FINANCIAL WEST GROUP	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 30, 2008	Jul 29, 2008	-1	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FINANCIAL WEST GROUP	Jun 30, 2006	Apr 21, 2008	661	Firm change after gap	Other
FIRST COMMAND BANK	FIRST COMMAND FINANCIAL PLANNING, INC.	Sep 14, 2005	Sep 8, 2005	-6	Firm change	Other

Relationships

Registered with (6)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jun 18, 2018 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Oct 1, 2009 to Jun 18, 2018factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 29, 2008 to Oct 27, 2009factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Apr 21, 2008 to Jul 30, 2008factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 8, 2005 to Jun 30, 2006factForm ADV
→ FIRST COMMAND BANKRegistered adviserregistration: previous registration
May 5, 2005 to Sep 14, 2005factForm ADV

Dated events

No dated event names this entity yet.