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Advisor at BAM WEALTH MANAGEMENT LLC
LAKEWOOD, CO
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 |
|---|---|---|---|---|---|---|
| BAM WEALTH MANAGEMENT LLC | Independent wealth | Jun 26, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | May 29, 2025 | Sep 23, 2025 | no | OVERLAND PARK, KS|Lakewood, CO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 7, 2024 | Jun 2, 2025 | no | GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, CO|Tallahassee, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | BAM WEALTH MANAGEMENT LLC | Sep 23, 2025 | Jun 26, 2025 | -89 | Firm change after gap | RIA to new firm |
| EQUITABLE ADVISORS, LLC | CREATIVEONE WEALTH, LLC | Jun 2, 2025 | May 29, 2025 | -4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281213:330237:CO:2025-09-23 | Sep 23, 2025 | Jun 26, 2025 | LAKEWOOD, CO | Firm change after gap |