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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-11 |
Branch Locations
389 E Us Hwy 30 Ste A, Valparaiso, IN 46383 • 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 |
|---|---|---|---|---|
| Creativeone Wealth | Overland Park | KS | 08/2023 | Present |
| Rite Path Financial | Valparaiso | IN | 11/2022 | Present |
| Urschel Development Corporation | Valparaiso | IN | 11/2010 | 12/2019 |
| Verizon | Portage | IL | 12/2020 | 09/2022 |
| Sole Proprietor | Michigan City | IN | 08/2018 | 11/2022 |
RITE PATH FINANCIAL; VALPARAISO, IN; INVESTMENT RELATED; PRESIDENT; SELLING INSURANCE PRODUCTS AND NOW OFFERING INVESTMENT ADVISORY SERVICES; START DATE 11/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. FAMILY CONCERN COUNSELING; VALPARAISO, IN; NOT INVESTMENT RELATED; BOARD MEMBER; START DATE: 08/2007; 4 HRS/YEAR AND DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-12 |
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