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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-14 |
| NC | RA | APPROVED | 2021-10-27 |
Branch Locations
171 Church Street, Charleston, SC 29401 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
4910 Fayetteville Rd, Lumberton, NC 28358 • United States
100 N Lyon St, Elizabethtown, NC 28337 • United States
620 Market St, Wilmington, NC 28401 • United States
609 A Executive Place, Fayetteville, NC 28303 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-15 |
Branch Locations
609 Executive Place Suite A, Fayetteville, NC 28303 • 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 |
|---|---|---|---|---|
| Clc Financial | Lumberton | NC | 05/2020 | Present |
| Unc-Wilmington | Wilmington | NC | 08/2017 | 05/2020 |
| Cape Fear Community College | Wilmington | NC | 08/2016 | 05/2017 |
| Creativeone Securities, Llc | Overland Park | KS | 10/2020 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2024 | Present |
1.) CLC Financial; Investment-Related; 609 Executive Place, Suite A, Fayetteville, NC 28303; Fixed Annuities and Life Insurance; Agent; 05/2020; 80 hrs/mo; 80 hrs/mo; Fixed Annuities and Life Insurance Sales. 2.) Associates Group; Investment-Related; 7395 E Orchard Road, Greenwood, CO 80111; Financial Services; Advisor; 05/2020; 60 hrs/mo; 60 hrs/mo; Part of my diversified financial offerings. 3.) Douglas Byrd Academy of Finance; Not Investment Related; 1616 Ireland Dr Fayetteville, NC; Teaching students about financial literacy; Board Member; 1 hr/mo 4.) Stanton Hospitality House; Not Investment Related; 1617 Roxie Ave Fayetteville, NC 28303; Provides rooms and facilities to families in medical crisis; Board Member; 04/2023; 2 hrs/mo; 2 hrs/mo; Operations and Charitable fund raising 5.) Stone Castle; Investment Related; 152 West 57th Street 35th Fl New York, NY 10019; Intermediary facilitating transactions between FDIC banks; Advisor; 10/2022; 1 hr/mo; 1 hr/mo; Part of my diversified financial services 6.) Kwant Kapital; Investment Related; 609 Executive Place, Suite A, Fayetteville, NC 28303; Part of my diversified financial services; President; 04/2024; Adviser/CLC Financial Services; 80 hrs/mo; 80 hrs/mo; President 7.) Blue Bonnet; Not Investment Related; 115 Hickory Grove Ball Park Rd Bladenboro, NC, 28320; Farm; Grower; 01/2005; 36 hrs/mo; 0 hrs/mo; Farming
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-27 |
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