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Advisor at CREATIVEONE WEALTH, LLC
Phoenix, AZ | OVERLAND PARK, KS
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 | Jan 22, 2018 | n/a | yes | OVERLAND PARK, KS|Phoenix, AZ | Current employment |
| PACKERLAND BROKERAGE SERVICES, INC. | Independent wealth | Jun 16, 2014 | Dec 31, 2016 | no | SCOTTSDALE, AZ|PHOENIX, AZ|GREEN BAY, WI|Phoenix, AZ|Phoenix, AZ | Previous registration |
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Mar 19, 2007 | Apr 16, 2014 | no | SCOTTSDALE, AZ | Previous registration |
| LEGACY ADVISORY SERVICES, INC. | n/a | Dec 19, 2003 | Feb 9, 2007 | no | GLENDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PACKERLAND BROKERAGE SERVICES, INC. | CREATIVEONE WEALTH, LLC | Dec 31, 2016 | Jan 22, 2018 | 387 | Firm change | Other |
| FIRST HEARTLAND CONSULTANTS, INC. | PACKERLAND BROKERAGE SERVICES, INC. | Apr 16, 2014 | Jun 16, 2014 | 61 | Firm change | Other |
| LEGACY ADVISORY SERVICES, INC. | FIRST HEARTLAND CONSULTANTS, INC. | Feb 9, 2007 | Mar 19, 2007 | 38 | Firm change | Other |