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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-14 |
Branch Locations
9500 Nall Ave, Overland Park, KS 66207 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Glen Allen | VA | 02/2015 | 07/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2025 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 08/2025 | 08/2026 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 08/2025 | 08/2026 |
| Strategic Advisors Llc | Midlothian | VA | 03/2025 | 06/2025 |
| Capitol Federal Savings | Overland Park | KS | 07/2025 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 08/2026 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2026 | Present |
1.) Capitol Federal; investment related; 9500 Nall Ave Overland Park, KS 66207; Financial planning and advice; Managing Director; 07/2025; 160 hrs/mo; 140 hrs/mo; Supervision of Private Banking, Trust Services, Financial Advisors, and Capitol Federal Insurance 2.) Capitol Federal; investment related; 700 S. Kansas Ave Topeka, KS 66603; Retirement & Benefits Subcommittee; Member; 03/2026; 0-1 hrs/mo; 0-1 hrs/mo; Review investment options within company 401k plan and discuss other employee benefits 3.) CreativeOne Wealth; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Investment Adviser Representative; 08/2026; 160 hrs/mo; 140 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
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