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Advisor at CREATIVEONE SECURITIES, LLC
OVERLAND PARK, KS | Woodstock, GA
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 SECURITIES, LLC | Bd affiliated wealth | Nov 8, 2025 | n/a | yes | OVERLAND PARK, KS|Woodstock, GA | Current employment |
| CAPE INVESTMENT ADVISORY, INC. | Independent wealth | Jan 17, 2017 | Nov 24, 2025 | no | Woodstock, GA|MCDONOUGH, GA | Previous registration |
| BARBER LACKEY FINANCIAL GROUP LLC | n/a | May 13, 2003 | Dec 31, 2016 | no | WOODSTOCK, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPE INVESTMENT ADVISORY, INC. | CREATIVEONE SECURITIES, LLC | Nov 24, 2025 | Nov 8, 2025 | -16 | Firm change | RIA to ibd |
| BARBER LACKEY FINANCIAL GROUP LLC | CAPE INVESTMENT ADVISORY, INC. | Dec 31, 2016 | Jan 17, 2017 | 17 | Firm change | Other |