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Advisor at BAM WEALTH MANAGEMENT LLC
LAKEWOOD, CO
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 |
|---|---|---|---|---|---|---|
| BAM WEALTH MANAGEMENT LLC | Independent wealth | Apr 23, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Oct 9, 2023 | Sep 23, 2025 | no | LAKEWOOD, CO|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | BAM WEALTH MANAGEMENT LLC | Sep 23, 2025 | Apr 23, 2025 | -153 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281213:330237:KS:2025-09-23 | Sep 23, 2025 | Apr 23, 2025 | OVERLAND PARK, KS | Firm change after gap |