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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

ERIC LEE STEELE

Advisor at CREATIVEONE SECURITIES, LLC

Greenville, SC | Overland Park, KS | Greer, SC

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Search this name across graphsid dfx:ria:7316845b-fd03-503f-7357-b3ad43988cdb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE SECURITIES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 1, 1999
First registration: Dec 31, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 3147875

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Aug 4, 2015	n/a	yes	Overland Park, KS\|Greenville, SC\|Greer, SC	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 23, 2010	Jun 16, 2015	no	FORT MILL, SC\|GREER, SC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Apr 26, 2010	no	GREER, SC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 16, 2008	Jan 2, 2009	no	GREER, SC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 9, 2006	Apr 15, 2008	no	GREENVILLE, SC\|GREER, SC\|GREENVILLE, SC\|TRAVELERS REST, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC	Previous registration
OSAIC FA, INC.	Former SEC adviser	Dec 31, 2001	Mar 1, 2006	no	GREENVILLE, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	CREATIVEONE SECURITIES, LLC	Jun 16, 2015	Aug 4, 2015	49	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LPL FINANCIAL LLC	Apr 26, 2010	Apr 23, 2010	-3	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 15, 2008	Apr 16, 2008	1	Firm change	Other
OSAIC FA, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Mar 1, 2006	Mar 9, 2006	8	Firm change	Other

Relationships

Registered with (6)

→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: current employment
Aug 4, 2015 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 23, 2010 to Jun 16, 2015factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Apr 26, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 16, 2008 to Jan 2, 2009factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 9, 2006 to Apr 15, 2008factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Dec 31, 2001 to Mar 1, 2006factForm ADV

Dated events

No dated event names this entity yet.