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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-11 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
14614 N Kierland Blvd Suite N330, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Scottsdale | AZ | 06/2020 | 06/2025 |
| Priority Financial & Insurance Solutions Inc. | Scottsdale | AZ | 01/2011 | Present |
| Priority Wealth Advisors | Woodland Hills | CA | 05/2015 | 06/2020 |
| Safeguard Investment Advisory Group, Llc | Corona | CA | 03/2025 | 12/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 12/2025 | Present |
| Solutions First Financial Group | Scottsdale | KS | 05/2015 | Present |
1.) Priority Financial and Insurance Solutions, Inc.; investment related; 14614 N Kierland Blvd, Suite N330 Scottsdale, AZ 85254; Life insurance, LTC, and annuity sales; Owner/CEO; 01/2011; 60 hrs/mo; 60 hrs/mo 2.) Solutions First Financial Group; investment related; 14614 N Kierland Blvd, Suite N330 Scottsdale, AZ 85254; DBA used for investment advisory business; IAR/Owner; 5/2015; 100 hrs/mo; 100 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-26 |
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