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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1801 E 51St St Suite 365 #257, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Khalasar Llc. | Austin | TX | 08/2016 | Present |
| Iams Wealth Management | Omaha | NE | 02/2024 | 07/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 04/2026 | Present |
| Nouveau Financial Services | Austin | TX | 08/2023 | Present |
1.) Nouveau Financial Services; investment related; 7816 City Top Blvd, Austin, TX 78724; Life insurance and annuity sales; Founder; 08/2023; 60 hrs/mo; 40 hrs/mo; promotion and sale of life insurance and annuities 2.) Foundation for Financial Prosperity; not investment related; 7816 city top Blvd Austin, TX 78724; Non-profit that puts on educational events around retirement planning; Founder; 01/2024; 10 hrs/mo; 10 hrs/mo; operate the non-profit 3.) Khalasar LLC; investment related; 7816 City Top Blvd, Austin, TX 78724; This is the LLC that's DBA as Nouveau Financial Services which means it also does life and annuity sales; Founder; 08/2016; 60 hrs/mo; 40 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-12 |
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