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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-11 |
Branch Locations
7200 S Alton Way Suite A320, Centennial, CO 80112 • 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 |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 02/2014 | 06/2018 |
| Gf Investment Services, Llc | Sarasota | FL | 07/2018 | 08/2018 |
| Fdx Capital Llc | Greenwood Village | CO | 08/2018 | 06/2019 |
| Fdx Capital, Llc | New York | NY | 01/2020 | 10/2023 |
| Unemployed | Denver | CO | 06/2019 | 01/2020 |
| Easterly Securities Llc & Easterly Asset Management Lp | Beverly | MA | 10/2023 | 11/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2026 | Present |
| Unemployed | Denver | CO | 11/2024 | 05/2026 |
| Mosiac Retirement Planning | Centennial | CO | 05/2026 | Present |
1.) Mosaic Retirement Planning; investment related; 7200 S Alton Way, Suite A320 Centennial, CO 80112; investment advisory services, insurance solutions; Wealth Advisor; 05/05/2026; 80 hrs/mo; 80 hrs/mo; offering investment advisory and insurance services to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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