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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
10801 Mastin Boulevard Suite 150, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Massmutual Highpoint Financial | Overland Park | KS | 05/2017 | 01/2020 |
| Mml Investors Services, Llc | Overland Park | KS | 08/2019 | 01/2020 |
| Overland Park Jeep | Overland Park | KS | 02/2012 | 09/2017 |
| Lewer Financial Advisors, Inc. | Overland Park | KS | 01/2020 | 09/2023 |
| Creativeone Wealth | Overland Park | KS | 09/2023 | Present |
| Change Path | Overland Park | KS | 09/2023 | Present |
CHANGEPATH; OVERLAND PARK, KS; INVESTMENT RELATED; ASSOCIATE OFFER ADVISORY SERVICES; START DATE 09/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. Heritage Planning; 10801 Mastin BLVD Suite 150 Overland Park, KS 66210; Investment related; DBA for financial services firm; Financial Advisor; 05/2025; 160 hrs/mo and during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-31 |
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