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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
1839 E Queen Creek Rd #1, Chandler, AZ 85286 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2016 | 01/2020 |
| Dason Global Wealth Management | Chandler | AZ | 01/2015 | 01/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | 08/2025 |
| Holman Wealth Management | Chandler | AZ | 01/2020 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2025 | Present |
1.) HOLMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 1839 E. QUEEN CREEK RD #1, CHANDLER, AZ 85286; INSURANCE SALES; FOUNDER & FINANCIAL ADVISOR; 07/2016; 160 HRS/MO; 160 HRS/MO; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-02 |
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