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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-08-11
  • IN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2023 → Present
    Creativeone Wealth
    Overland Park, KS
  • 11/2022 → Present
    Rite Path Financial
    Valparaiso, IN
  • 11/2010 → 12/2019
    Urschel Development Corporation
    Valparaiso, IN
  • 12/2020 → 09/2022
    Verizon
    Portage, IL
  • 08/2018 → 11/2022
    Sole Proprietor
    Michigan City, IN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
S63 Uniform Securities Agent State Law Examination 2005-04-12
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30
  • S63 Uniform Securities Agent State Law Examination
    2005-04-12
Other Names
  • Brandon M Rudd

View on SEC IAPD

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