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RIA / WealthAdvisor20 years in industry

THEODORE ROBERT MEYER

Advisor at CREATIVEONE WEALTH, LLC

Scottsdale, AZ | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2012 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 WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 1, 2012
First registration: Mar 2, 2012
Dual registered: no
Other names: Ted Meyer
IAPD individual key: 5989303

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 WEALTH, LLC	Independent wealth	Jan 26, 2017	n/a	yes	Scottsdale, AZ\|OVERLAND PARK, KS	Current employment
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Jan 19, 2017	Jan 30, 2017	no	SCOTTSDALE, AZ\|Overland Park, KS	Previous registration
MEYER FINANCIAL SERVICES, LLC	n/a	Oct 30, 2013	Apr 24, 2014	no	SCOTTSDALE, AZ	Previous registration
Dynamic	Independent wealth	Jun 27, 2012	Dec 31, 2016	no	SCOTTSDALE, AZ	Previous registration
ARMA FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 2, 2012	Apr 23, 2012	no	SCOTTSDALE, AZ	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
CREATIVEONE SECURITIES, LLC	CREATIVEONE WEALTH, LLC	Jan 30, 2017	Jan 26, 2017	-4	Firm change	Other
Dynamic	MEYER FINANCIAL SERVICES, LLC	Dec 31, 2016	Oct 30, 2013	-1,158	Firm change after gap	Other
MEYER FINANCIAL SERVICES, LLC	CREATIVEONE SECURITIES, LLC	Apr 24, 2014	Jan 19, 2017	1,001	Firm change after gap	Other
ARMA FINANCIAL SERVICES, INC.	Dynamic	Apr 23, 2012	Jun 27, 2012	65	Firm change	Other

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jan 26, 2017 to presentfactForm ADV
→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 19, 2017 to Jan 30, 2017factForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Jun 27, 2012 to Dec 31, 2016factForm ADV
→ MEYER FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 30, 2013 to Apr 24, 2014factForm ADV
→ ARMA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 2, 2012 to Apr 23, 2012factForm ADV

Dated events

No dated event names this entity yet.