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Advisor at CREATIVEONE WEALTH, LLC
Knoxville, TN | 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 | Aug 1, 2025 | n/a | yes | Knoxville, TN|OVERLAND PARK, KS | Current employment |
| API FINANCIAL ADVISORS, LLC | Independent wealth | Nov 6, 2024 | Aug 4, 2025 | no | FARRAGUT, TN|ROCKLEDGE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| API FINANCIAL ADVISORS, LLC | CREATIVEONE WEALTH, LLC | Aug 4, 2025 | Aug 1, 2025 | -3 | Firm change | RIA to RIA |