Joshua John Storey

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2018
  Bank Of America, N.A.
  Sarasota, FL
• 08/2016 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 08/2018 → 05/2020
  Grace Capital Management, Llc/Trifound Financial, Llc
  Port Charlotte, FL
• 01/2020 → 03/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2020 → 04/2023
  Trifound Advisory Llc
  Port Charlotte, FL
• 05/2023 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 05/2023 → Present
  Storey Holdings Llc Dba Candor Wealth Strategies
  Sarasota, FL

Previous Registrations

• 2020-11-04 → 2023-05-01
  Vertis Wealth, Llc
  Chicago, IL
  Port Charlotte, FL
  Ft. Myers, FL
  Naples, FL
  Port Charlotte, FL
• 2020-03-30 → 2021-03-31
  Ae Wealth Management, Llc
  Fort Myers, FL
  Venice, FL
  Fort Myers, FL
• 2016-08-11 → 2018-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Venice, FL
• 2015-01-05 → 2016-06-23
  Edward Jones
  Sarasota, FL
  St Louis, MO
  Sarasota, FL
  Sarasota, FL
  St Louis, MO
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL

Other Businesses

Candor Wealth Strategies / Storey Holdings LLC; Sarasota, FL 34241; Used in marketing insurance and advisory services through C1W; Start Date 05/2023; 160 HRS/MONTH and during securities trading hours; Business operations, marketing of annuities, insurance, and securities.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-07

Other Names

• Joshua John Storey