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Advisor at ZACKS INTELLIGENCE LLC
CHICAGO, IL | Santa Barbara, CA
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 |
|---|---|---|---|---|---|---|
| ZACKS INTELLIGENCE LLC | Independent wealth | Apr 20, 2026 | n/a | yes | Santa Barbara, CA|CHICAGO, IL | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Mar 3, 2023 | May 15, 2026 | no | Santa Barbara, CA|OVERLAND PARK, KS | Previous registration |
| AVALAN, LLC | Independent wealth | Nov 12, 2020 | Mar 5, 2023 | no | SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | ZACKS INTELLIGENCE LLC | May 15, 2026 | Apr 20, 2026 | -25 | Firm change | RIA to RIA |
| AVALAN, LLC | CREATIVEONE WEALTH, LLC | Mar 5, 2023 | Mar 3, 2023 | -2 | Firm change | RIA to RIA |