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Kristie Dawn Cahill

Creativeone Wealth, LLC

San Francisco, CA

Overland Park, KS

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-08
  • CA RA
    APPROVED
    Since 2025-01-08

Branch Locations

1 Sansome Street Suite 1400, San Francisco, CA 94104 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Opes Advisors Palo Alto CA 01/2014 12/2018
Opes Wealth Management, Llc Cupertino CA 12/2018 01/2019
Creativeone Wealth, Llc (Formerly Changepath, Llc) Leawood KS 01/2019 Present
Haven Wealth Management San Francisco CA 01/2019 Present
  • 01/2014 → 12/2018
    Opes Advisors
    Palo Alto, CA
  • 12/2018 → 01/2019
    Opes Wealth Management, Llc
    Cupertino, CA
  • 01/2019 → Present
    Creativeone Wealth, Llc (Formerly Changepath, Llc)
    Leawood, KS
  • 01/2019 → Present
    Haven Wealth Management
    San Francisco, CA
Previous Registrations
Other Businesses

HAVEN WEALTH MANAGEMENT - DBA; INVESTMENT RELATED; OWNER; SINCE 01/2019; APX 120 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-07
  • S66 Uniform Combined State Law Examination
    2001-11-07
Designations
Other Names
  • Kristie Cahill
  • Kristie Dawn James

View on SEC IAPD

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