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Advisor at CREATIVEONE SECURITIES, LLC
OVERLAND PARK, KS | Gravois Mills, MO
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 | Aug 27, 2026 | n/a | yes | OVERLAND PARK, KS|OVERLAND PARK, KS|Gravois Mills, MO | Current employment |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Jul 27, 2007 | Jul 18, 2019 | no | Urbandale, IA|GRAVOIS MILLS, MO|WICHITA, KS | Previous registration |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Bd affiliated wealth | Jan 3, 2006 | Aug 2, 2006 | no | GRAVOIS MILLS, MO|GRAVOIS MILLS, MO|WICHITA, KS | Previous registration |
| LOCUST STREET SECURITIES, INC. | n/a | Jan 6, 2004 | Jan 1, 2004 | no | GRAVOIS MILLS, MO | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 1, 2004 | Dec 31, 2005 | no | GRAVOIS MILLS, MO | Previous registration |
| WALNUT STREET ADVISERS INC | n/a | Aug 28, 2002 | Nov 14, 2003 | no | ROSE HILL, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRITY ALLIANCE, LLC | CREATIVEONE SECURITIES, LLC | Jul 18, 2019 | Aug 27, 2026 | 2,597 | Firm change after gap | RIA to ibd |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | INTEGRITY ALLIANCE, LLC | Aug 2, 2006 | Jul 27, 2007 | 359 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | LOCUST STREET SECURITIES, INC. | Dec 31, 2005 | Jan 6, 2004 | -725 | Firm change after gap | Other |
| LOCUST STREET SECURITIES, INC. | BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Jan 1, 2004 | Jan 3, 2006 | 733 | Firm change after gap | Other |
| WALNUT STREET ADVISERS INC | VOYA FINANCIAL ADVISORS, INC. | Nov 14, 2003 | Jan 1, 2004 | 48 | Firm change | Other |