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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
1100 Nw Loop 410 Suite 700, San Antonio, TX 78213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc Formerly Change Path Llc | San Antonio | TX | 11/2017 | Present |
| Corecap Investments Inc | Southfield | MI | 06/2016 | 11/2017 |
| Texas Retirement Strategies | San Antonia | TX | 09/1995 | Present |
1) Texas Retirement Strategies; investment related; 1100 NW Loop 410 suite 700 San Antonio, TX 78213; Fixed annuities and life insurance; Owner; 01/1996; 120 hrs/mo; 120hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-03 |
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