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Advisor at CREATIVEONE SECURITIES, LLC
OVERLAND PARK, KS | Overland Park, KS | Gretna, NE
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 SECURITIES, LLC | Bd affiliated wealth | Apr 20, 2026 | n/a | yes | Overland Park, KS|OVERLAND PARK, KS|OVERLAND PARK, KS|Gretna, NE | Current employment |
| CWM, LLC | Bd affiliated wealth | Aug 21, 2020 | Apr 15, 2026 | no | OMAHA, NE | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 30, 2017 | Jul 29, 2020 | no | LINCOLN, NE | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Mar 13, 2017 | Jun 23, 2017 | no | La Vista, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | CREATIVEONE SECURITIES, LLC | Apr 15, 2026 | Apr 20, 2026 | 5 | Firm change | Ibd to ibd |
| AMERITAS ADVISORY SERVICES | CWM, LLC | Jul 29, 2020 | Aug 21, 2020 | 23 | Firm change | RIA to ibd |
| SECURITIES AMERICA ADVISORS, INC. | AMERITAS ADVISORY SERVICES | Jun 23, 2017 | Jun 30, 2017 | 7 | Firm change | Other |