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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Santa Barbara, CA
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 | Santa Barbara, CA|OVERLAND PARK, KS | Current employment |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Oct 15, 2018 | Nov 5, 2020 | no | SANTA BARBARA, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 30, 2016 | Oct 25, 2018 | no | SAN LUIS OBISPO, CA|SANTA BARBARA, CA|MONTECITO, CA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 17, 2007 | Oct 3, 2016 | no | GOLETA, CA|SANTA BARBARA, CA|GOLETA, CA|ST LOUIS, MO | 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 |
| WELLS FARGO ADVISORS | PARTNERVEST ADVISORY SERVICES LLC | Oct 25, 2018 | Oct 15, 2018 | -10 | Firm change | Wirehouse to RIA |
| EDWARD JONES | WELLS FARGO ADVISORS | Oct 3, 2016 | Sep 30, 2016 | -3 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:113621:CA:2018-10-25 | Oct 25, 2018 | Oct 15, 2018 | MONTECITO, CA | Firm change |
| 250:19616:MO:2016-10-03 | Oct 3, 2016 | Sep 30, 2016 | ST LOUIS, MO | Firm change |