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Advisor at CREATIVEONE WEALTH, LLC
Pasadena, CA | 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 | Oct 28, 2020 | n/a | yes | OVERLAND PARK, KS|Pasadena, CA | Current employment |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Apr 3, 2007 | Nov 5, 2020 | no | PASADENA, CA|SANTA BARBARA, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 15, 2001 | Mar 21, 2007 | no | WOODLAND HILLS, CA|WOODLAND HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARTNERVEST ADVISORY SERVICES LLC | CREATIVEONE WEALTH, LLC | Nov 5, 2020 | Oct 28, 2020 | -8 | Bulk transfer | RIA to RIA |
| EQUITABLE ADVISORS, LLC | PARTNERVEST ADVISORY SERVICES LLC | Mar 21, 2007 | Apr 3, 2007 | 13 | Firm change | Other |