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Savannah, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-21 |
| MO | RA | APPROVED | 2026-06-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Storyline Financial Planning, Llc Dba Prospurpose Wealth | Saint Joseph | MO | 09/2015 | 07/2026 |
| Blend Financial Inc. Dba Origin Financial | Boston | MA | 04/2021 | 09/2023 |
| Greater Than Financial | Savannah | MO | 05/2026 | Present |
STORYLINE FINANCIAL PLANNING DBA PROSPURPOSE WEALTH / INVESTMENT RELATED / ST JOSEPH, MO / REGISTERED INVESTMENT ADVISOR / OWNER / SEP 2015 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS Name of business/organization: Brooks Family Creative LLC DBA AR Workshop St. Joseph Investment-related: No Address: 3855 Frederick Avenue, St. Joseph, MO 64506 Nature of business/organization: Educational/DIY Craft Studio Position: Partner/Operations Start date: 11/1/2023 Hours per month: 20 Trading hours per month: 0 Duties: Payroll, Bookkeeping, Wood Inventory Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-29 |
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