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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Beaufort, SC
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 | OVERLAND PARK, KS|Beaufort, SC | Current employment |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Feb 5, 2018 | Nov 5, 2020 | no | Narragansett, RI|SANTA BARBARA, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Mar 22, 2002 | May 23, 2006 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARTNERVEST ADVISORY SERVICES LLC | CREATIVEONE WEALTH, LLC | Nov 5, 2020 | Oct 26, 2020 | -10 | Bulk transfer | RIA to RIA |
| MORGAN STANLEY & CO. LLC | PARTNERVEST ADVISORY SERVICES LLC | May 23, 2006 | Feb 5, 2018 | 4,276 | Firm change after gap | Other |