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RIA / WealthAdvisor11 years in industry

JOSHUA JOHN STOREY

Advisor at CREATIVEONE WEALTH, LLC

Sarasota, FL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:d8524649-e3ad-b3eb-8e25-3e2a102a449c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 7, 2014
First registration: Jan 5, 2015
Dual registered: no
Other names: JOSHUA JOHN STOREY
IAPD individual key: 6389411

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Jan 17, 2025	n/a	yes	OVERLAND PARK, KS\|Sarasota, FL	Current employment
VERTIS WEALTH, LLC	Independent wealth	Nov 4, 2020	May 1, 2023	no	CHICAGO, IL\|PORT CHARLOTTE, FL\|FT. MYERS, FL\|NAPLES, FL\|PORT CHARLOTTE, FL	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Mar 30, 2020	Mar 31, 2021	no	Fort Myers, FL\|Venice, FL\|Fort Myers, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 11, 2016	Jul 13, 2018	no	SARASOTA, FL\|SARASOTA, FL\|SARASOTA, FL\|VENICE, FL	Previous registration
EDWARD JONES	National bd RIA	Jan 5, 2015	Jun 23, 2016	no	SARASOTA, FL\|ST LOUIS, MO\|Sarasota, FL\|SARASOTA, FL\|ST LOUIS, MO\|SARASOTA, FL\|SARASOTA, FL\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERTIS WEALTH, LLC	CREATIVEONE WEALTH, LLC	May 1, 2023	Jan 17, 2025	627	Firm change after gap	RIA to RIA
AE WEALTH MANAGEMENT, LLC	VERTIS WEALTH, LLC	Mar 31, 2021	Nov 4, 2020	-147	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AE WEALTH MANAGEMENT, LLC	Jul 13, 2018	Mar 30, 2020	626	Firm change after gap	Wirehouse to RIA
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 23, 2016	Aug 11, 2016	49	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282580:307270:FL:2021-03-31	Mar 31, 2021	Nov 4, 2020	VENICE, FL	Firm change after gap

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ VERTIS WEALTH, LLCRegistered adviserregistration: previous registration
Nov 4, 2020 to May 1, 2023factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 30, 2020 to Mar 31, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 11, 2016 to Jul 13, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 5, 2015 to Jun 23, 2016factForm ADV

Dated events

Occurred
May 1, 2023
Advisor changed firm
Joshua John Storey left Vertis Wealth, Llc for Creativeone Wealth, Llc (registered 2025-01-17)
Form ADVobserved 4 days ago