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Advisor at CREATIVEONE WEALTH, LLC
Austin, TX | 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 | Apr 6, 2026 | n/a | yes | OVERLAND PARK, KS|Austin, TX | Current employment |
| IAMS WEALTH MANAGEMENT, LLC | Independent wealth | Feb 23, 2024 | Jul 30, 2024 | no | Austin, TX|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | CREATIVEONE WEALTH, LLC | Jul 30, 2024 | Apr 6, 2026 | 615 | Firm change after gap | RIA to RIA |