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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Kansas City, 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 WEALTH, LLC | Independent wealth | Jul 9, 2018 | n/a | yes | Kansas City, MO|OVERLAND PARK, KS|Kansas City, MO | Current employment |
| CONA INVESTMENT ADVISORS, LLC | n/a | Jan 14, 2014 | Aug 9, 2018 | no | LA VERNE, CA | Previous registration |
| CAPITAL FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 4, 2010 | Dec 31, 2013 | no | Minot, ND|SANTA CLARITA, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Aug 22, 2007 | Dec 31, 2009 | no | GOLD RIVER, CA|LOS ANGELES, CA|VALENCIA, CA|CLEARWATER, FL|VALENCIA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONA INVESTMENT ADVISORS, LLC | CREATIVEONE WEALTH, LLC | Aug 9, 2018 | Jul 9, 2018 | -31 | Firm change after gap | Other |
| CAPITAL FINANCIAL SERVICES, INC. | CONA INVESTMENT ADVISORS, LLC | Dec 31, 2013 | Jan 14, 2014 | 14 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | CAPITAL FINANCIAL SERVICES, INC. | Dec 31, 2009 | Jan 4, 2010 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154483:281213:CA:2018-08-09 | Aug 9, 2018 | Jul 9, 2018 | LA VERNE, CA | Firm change after gap |