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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 | Oct 15, 2021 | n/a | yes | Overland Park, KS|OVERLAND PARK, KS | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Apr 12, 2010 | Oct 15, 2021 | no | OVERLAND PARK, KS|WHEATON, IL | Previous registration |
| CU INVESTMENT SOLUTIONS LLC | State registered | Jan 3, 2000 | Feb 10, 2009 | no | LENEXA, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | CREATIVEONE WEALTH, LLC | Oct 15, 2021 | Oct 15, 2021 | 0 | Firm change | RIA to RIA |
| CU INVESTMENT SOLUTIONS LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Feb 10, 2009 | Apr 12, 2010 | 426 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141413:281213:IL:2021-10-15 | Oct 15, 2021 | Oct 15, 2021 | WHEATON, IL | Firm change |