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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-18 |
| ID | RA | APPROVED | 2025-05-19 |
Branch Locations
776 E. Riverside Drive #206, Eagle, ID 83616 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
311 E. Coeur D'ALene Ave Suite 8, Coeur D'ALene, ID 83814 • United States
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 |
|---|---|---|---|---|
| Clarity Capital Partners | Newport Beach | CA | 11/2013 | 05/2025 |
| Niagara International Capital Limited | Newport Beach | CA | 02/2014 | 11/2017 |
| Alpha Cubed Investments, Llc | Irvine | CA | 06/2016 | 09/2016 |
| Westpark Capital Inc | Newport Beach | CA | 11/2017 | 10/2020 |
| American Trust Investment Services, Inc. | Newport Beach | CA | 11/2020 | 05/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2025 | Present |
1) Tenacity Inc. DBA Tenacity Wealth Management; investment related; 776 E. Riverside Drive, #206, Eagle, ID 83616; Owner; 401k plan and a brokerage account under this entity; 12/2020; 5 hrs/mo; 5 hrs/mo; Bookkeeping, payroll, expense payments. 2) ZandT Holdings LLC; not investment related; 2976 E. State St, Suite 120-402, Eagle, ID 83616; Real Estate rental management company; Managing Member/Part Owner; 01/2018; 5 hrs/mo; 5 hrs/mo; Operations work, expenses, bookkeeping, and payroll 3) Mountain States Policy Center; not investment related; PO BOX 2639 COEUR D'ALENE, ID, 83816; Secretary of the Board; Start date 3/17/2023; ; 5 hours/month; No market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-26 |
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