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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | 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 | Aug 11, 2026 | n/a | yes | OVERLAND PARK, KS|Overland Park, KS | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Mar 3, 2022 | Aug 11, 2026 | no | Overland Park, KS | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Jul 8, 2019 | Mar 10, 2020 | no | ADA, MI | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 3, 2017 | Jul 9, 2019 | no | Overland Park, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | CREATIVEONE WEALTH, LLC | Aug 11, 2026 | Aug 11, 2026 | 0 | Firm change | Ibd to RIA |
| USA FINANCIAL SECURITIES LLC | AE WEALTH MANAGEMENT, LLC | Mar 10, 2020 | Mar 3, 2022 | 723 | Firm change after gap | RIA to ibd |
| AE WEALTH MANAGEMENT, LLC | USA FINANCIAL SECURITIES LLC | Jul 9, 2019 | Jul 8, 2019 | -1 | Firm change | RIA to RIA |