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Advisor at CREATIVEONE SECURITIES, 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 SECURITIES, LLC | Bd affiliated wealth | May 26, 2026 | n/a | yes | Overland Park, KS|OVERLAND PARK, KS | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Oct 18, 2024 | n/a | yes | OVERLAND PARK, KS|OVERLAND PARK, KS | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Nov 1, 2023 | Jun 18, 2024 | no | Lenexa, KS | Previous registration |
| SCOUT INVESTMENTS, INC. | Asset manager | Oct 23, 2018 | Nov 8, 2023 | no | KANSAS CITY, MO | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Nov 30, 2016 | Dec 19, 2017 | no | OVERLAND PARK, KS | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Jun 28, 2007 | Nov 30, 2016 | no | OVERLAND PARK, KS | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Apr 13, 2007 | Jun 6, 2007 | no | KANSAS CITY, MO | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Oct 7, 2002 | Feb 10, 2003 | no | LITTLETON, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | CREATIVEONE WEALTH, LLC | Jun 18, 2024 | Oct 18, 2024 | 122 | Firm change | RIA to RIA |
| SCOUT INVESTMENTS, INC. | AE WEALTH MANAGEMENT, LLC | Nov 8, 2023 | Nov 1, 2023 | -7 | Firm change | Other |
| EDELMAN FINANCIAL ENGINES | SCOUT INVESTMENTS, INC. | Dec 19, 2017 | Oct 23, 2018 | 308 | Firm change | Other |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL ENGINES | Nov 30, 2016 | Nov 30, 2016 | 0 | Bulk transfer | Other |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | FINANCIAL ENGINES ADVISOR CENTER, LLC | Jun 6, 2007 | Jun 28, 2007 | 22 | Firm change | Other |