DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Apr 23, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Nov 25, 2024 | Sep 23, 2025 | no | OVERLAND PARK, KS|Lakewood, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 13, 2023 | Sep 25, 2024 | no | GREENWOOD VILLAGE, CO | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 20, 2021 | Jan 26, 2023 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | BAM WEALTH MANAGEMENT LLC | Sep 23, 2025 | Apr 23, 2025 | -153 | Firm change after gap | RIA to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CREATIVEONE WEALTH, LLC | Sep 25, 2024 | Nov 25, 2024 | 61 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 26, 2023 | Jun 13, 2023 | 138 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281213:330237:CO:2025-09-23 | Sep 23, 2025 | Apr 23, 2025 | LAKEWOOD, CO | Firm change after gap |