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Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | Coeur D'Alene, ID | Eagle, ID
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 | May 19, 2025 | n/a | yes | Eagle, ID|OVERLAND PARK, KS|Coeur D'Alene, ID | Current employment |
| ALPHA CUBED INVESTMENTS, LLC | Former SEC adviser | Jul 8, 2016 | Sep 22, 2016 | no | Bellevue, WA|COSTA MESA, CA | Previous registration |
| CLARITY CAPITAL PARTNERS | Former SEC adviser | Mar 10, 2015 | May 21, 2025 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARITY CAPITAL PARTNERS | ALPHA CUBED INVESTMENTS, LLC | May 21, 2025 | Jul 8, 2016 | -3,239 | Firm change after gap | Other |
| ALPHA CUBED INVESTMENTS, LLC | CREATIVEONE WEALTH, LLC | Sep 22, 2016 | May 19, 2025 | 3,161 | Firm change after gap | Other |