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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Pasadena, CA
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 | Oct 28, 2020 | n/a | yes | Pasadena, CA|OVERLAND PARK, KS | Current employment |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Apr 22, 2009 | Nov 6, 2020 | no | PASADENA, CA|SANTA BARBARA, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 7, 2005 | Apr 23, 2009 | no | PASADENA, CA|PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARTNERVEST ADVISORY SERVICES LLC | CREATIVEONE WEALTH, LLC | Nov 6, 2020 | Oct 28, 2020 | -9 | Bulk transfer | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | PARTNERVEST ADVISORY SERVICES LLC | Apr 23, 2009 | Apr 22, 2009 | -1 | Firm change | Other |