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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2012 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 11/2022 | Present |
1.CREATIVEONE WEALTH; investment-related; 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211; Advisor; Financial Services; Advisor; 10/2022; 30 hrs/mo; 30 hrs/mo; Provide advice (fee based) fiduciary 2.ERIN EDIFIES, LLC; not investment-related; 3394 Chantarene Drive Pensacola, FL 32507; Motivational, also vendor for state of FL for marketing and advertisement; Owner; 04/2020; 10 hrs/mo; 0 hrs/mo; Motivational Speaker 3.IMPACT 100 GLOBAL PENSACOLA BAY AREA; not investment-related; 2840 W. Bay Drive #113, Belleair Bluffs, FL 33770; Non-Profit; Member; 03/2023; 2 hrs/mo; 0 hrs/mo; Review grants, vote on applications 4.NATIONAL COALITION OF 100 BLACK WOMEN PENSACOLA CHAPTER; Not investment-related; 1720 Peachtree St NW Suite 1020 North Tower Atlanta, GA 30309; Non-Profit; Leadership; 3 hrs/mo; 0 hrs/mo; Mentorship 5.PENSACOLA LIFE CHURCH; Not investment-related; 8260 Pensacola Blvd Pensacola, FL 32534; Religious organization; Elder/Leader; 01/2014; 5 hrs/mo; 1 hr/mo; Minister 6.PERDIDO KEY CHAMBER OF COMMERCE; Not investment-related; 15500 Perdido Key Drive Pensacola, FL 32507; Community engagement; Board Member; 08/2012; 6 hrs/mo; 2 hrs/mo; Support chamber events fundraising 7.THE WINGATE GROUP INC; Investment-related; 4854 Woodbine Rd Pace, FL 32571; Financial Services; Agent; 09/2022; 40 hrs/mo; 40 hrs/mo; Financial Planning 8.WILMER FINANCIAL GROUP INC; Investment-related; 714 N Devillers Pensacola, FL 32501; Financial Services, also vendor for state of FL for Advisory and retirement plans; Owner; 09/2022; 100 hrs/mo; 90 hrs/mo; Financial Offerings 9. Baptist Healthcare Women's Association Advisory Board; P.O. Box 17500 Pensacola, FL 32522; Community healthcare organization for women; Board Member; 10.20.23; .5 hrs/mo; .5 hrs/mo; Support group 10. Steve Speaks; not investment related; 3394 Chantarene Drive Pensacola, FL 32507; Sales training/Motivational Speaker; Manager; 02/2017; 0 hrs/mo; 0 hrs/mo; Spousal Support only 11. The Wilmer Foundation; not investment related; 3394 Chantarene Drive Pensacola, FL 32507; Non-profit Financial literacy for the community; 5 hrs/mo; 0hrs/mo; Oversee day to day operations/Conduct seminar
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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