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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Traverse City, MI
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 | Dec 19, 2022 | n/a | yes | OVERLAND PARK, KS|Traverse City, MI | Current employment |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Nov 23, 2016 | Dec 15, 2022 | no | Traverse City, MI|Traverse City, MI|ADA, MI|Traverse City, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USA FINANCIAL SECURITIES LLC | CREATIVEONE WEALTH, LLC | Dec 15, 2022 | Dec 19, 2022 | 4 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 103857:281213:MI:2022-12-15 | Dec 15, 2022 | Dec 19, 2022 | TRAVERSE CITY, MI | Firm change |