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Advisor at CREATIVEONE WEALTH, LLC
Santa Barbara, CA | 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 | Oct 26, 2020 | n/a | yes | Santa Barbara, CA|OVERLAND PARK, KS | Current employment |
| ELYSIAN CAPITAL | Former SEC adviser | Sep 8, 2016 | Oct 31, 2019 | no | RANCHO SANTA MARGARITA, CA | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Jul 8, 2002 | Jun 11, 2021 | no | SANTA BARBARA, CA|SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARTNERVEST ADVISORY SERVICES LLC | ELYSIAN CAPITAL | Jun 11, 2021 | Sep 8, 2016 | -1,737 | Firm change after gap | Other |
| ELYSIAN CAPITAL | CREATIVEONE WEALTH, LLC | Oct 31, 2019 | Oct 26, 2020 | 361 | Firm change | Other |