DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Seattle, WA
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 | Nov 3, 2025 | n/a | yes | OVERLAND PARK, KS|Seattle, WA | Current employment |
| SPG ADVISORS LLC | Independent wealth | May 19, 2022 | Sep 26, 2025 | no | KIRKLAND, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPG ADVISORS LLC | CREATIVEONE WEALTH, LLC | Sep 26, 2025 | Nov 3, 2025 | 38 | Firm change | RIA to RIA |