DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

BRIAN THOMAS ABBOTT

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | Lawrence, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e8beb34-74fe-a168-5e9f-56242b9fe0d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 16, 1999 to Sep 14, 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: May 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 31, 1999
First registration: Dec 16, 1999
Dual registered: no
IAPD individual key: 3222569

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	Oct 9, 2025	n/a	yes	OVERLAND PARK, KS\|Lawrence, KS	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 22, 2010	Nov 6, 2025	no	LAWRENCE, KS\|Lawrence, KS	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Jan 22, 2010	no	SAINT PETERSBURG, FL	Previous registration
KEATING FINANCIAL ADVISORY SERVICES	Independent wealth	Oct 18, 2007	Jan 25, 2010	no	LAWRENCE, KS\|MANHATTAN, KS	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Dec 16, 1999	Jan 2, 2009	no	LAWRENCE, KS\|MANHATTAN, KS\|LAWRENCE, KS	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CREATIVEONE WEALTH, LLC	Nov 6, 2025	Oct 9, 2025	-28	Firm change	Ibd to RIA
KEATING FINANCIAL ADVISORY SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 25, 2010	Jan 2, 2009	-388	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jan 22, 2010	Jan 22, 2010	0	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	KEATING FINANCIAL ADVISORY SERVICES	Jan 2, 2009	Oct 18, 2007	-442	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 22, 2010 to Nov 6, 2025factForm ADV
→ KEATING FINANCIAL ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 18, 2007 to Jan 25, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Jan 22, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 16, 1999 to Jan 2, 2009factForm ADV

Dated events

Occurred
Nov 6, 2025
Advisor changed firm
Brian Thomas Abbott left Cambridge Investment Research Advisors, Inc. for Creativeone Wealth, Llc (registered 2025-10-09)
Form ADVobserved 6 days ago