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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-01 |
Branch Locations
123 Center Park Drive Suite 124, Knoxville, TN 37922 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quility Financial Advisors | Rockledge | FL | 11/2024 | 08/2025 |
| Oak River Wealth Advisors, Inc. Formerly Jes Solutions | Knoxville | TN | 01/2022 | Present |
| Lms Investigations | Sacremento | CA | 04/2014 | 01/2022 |
| Optima Investigative Solutions | Roseville | CA | 01/2017 | 01/2022 |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2025 | Present |
| Empowered To Retire | Farragut | TN | 09/2024 | 06/2025 |
1.) Oak River Wealth Advisors, Inc. formerly JES Solutions; investment related; 123 Center Park Drive Suite 124 Knoxville, TN 37922; IAR business, we offer life insurance and annuities; Vice-President/Owner; Insurance business 10/2022; IAR business 10/2024; 25 hrs/mo; 100 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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