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Advisor at CREATIVEONE WEALTH, LLC
LEAWOOD, 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 | Apr 15, 2021 | n/a | yes | LEAWOOD, KS|OVERLAND PARK, KS | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 14, 2014 | Apr 15, 2021 | no | TOPEKA, KS | Previous registration |
| SUNSET FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 9, 1999 | Nov 14, 2014 | no | TOPEKA, KS|TOPEKA, KS|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | CREATIVEONE WEALTH, LLC | Apr 15, 2021 | Apr 15, 2021 | 0 | Firm change | Ibd to RIA |
| SUNSET FINANCIAL SERVICES, INC. | SECURITIES AMERICA ADVISORS, INC. | Nov 14, 2014 | Nov 14, 2014 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:281213:KS:2021-04-15 | Apr 15, 2021 | Apr 15, 2021 | TOPEKA, KS | Firm change |