DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin Dauphinee

Creativeone Wealth, LLCindependent RIAOverland Park, Ks IA-onlyIAPD 5847437

Feed of 09/15/2026

At current firm

2 y

since Apr 29, 2024

In the industry

13 y

since Oct 23, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creativeone Wealth, LLC independent RIA current
since Apr 29, 2024 · Las Vegas, Nv
Fiscal Wisdom Wealth Management LLC independent RIA
Dec 20, 2022 to Oct 16, 2023 · Las Vegas, Nv
Alphastar Capital Management independent RIA
Mar 9, 2021 to Jan 3, 2023 · Cornelius, Nc
Eagle Strategies LLC BD affiliated
Nov 30, 2016 to Mar 5, 2021 · Las Vegas, Nv
One Wealth Map, LLC independent RIA
Aug 25, 2015 to Apr 14, 2016 · Las Vegas, Nv
Cathay Consultants Ltd. unclassified
Oct 18, 2013 to Dec 31, 2013 · Henderson, Nv
Cathay Consultants Ltd. unclassified
Oct 18, 2013 to Apr 11, 2016 · Henderson, Nv
Fortitude Advisory Group L.L.C. independent RIA
Nov 2, 2012 to Aug 30, 2013 · Gig Harbor, Wa

Moves

a registration end followed by a registration begin elsewhere

Fiscal Wisdom Wealth Management LLC to Creativeone Wealth, LLC
left Oct 16, 2023, registered Apr 29, 2024 (196 days) · RIA to RIA
Alphastar Capital Management to Fiscal Wisdom Wealth Management LLC
left Jan 3, 2023, registered Dec 20, 2022 (-14 days) · RIA to RIA
Eagle Strategies LLC to Alphastar Capital Management
left Mar 5, 2021, registered Mar 9, 2021 (4 days) · Affiliated broker-dealer or bank to independent RIA
One Wealth Map, LLC to Eagle Strategies LLC
left Apr 14, 2016, registered Nov 30, 2016 (230 days) · Other
Cathay Consultants Ltd. to One Wealth Map, LLC
left Apr 11, 2016, registered Aug 25, 2015 (-230 days) · Other
Fortitude Advisory Group L.L.C. to Cathay Consultants Ltd.
left Aug 30, 2013, registered Oct 18, 2013 (49 days) · Other

Signals

Kevin Dauphinee left Fiscal Wisdom Wealth Management Llc for Creativeone Wealth, Llc (registered 2024-04-29)
Oct 16, 2023 · Advisor changed firm · fact
Kevin Dauphinee left Alphastar Capital Management for Fiscal Wisdom Wealth Management Llc (registered 2022-12-20)
Jan 3, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address