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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-30 |
| IL | RA | APPROVED | 2024-07-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 12/2018 | 07/2024 |
| Safe Money Concepts Financial Services, Inc. | Port Byron | IL | 02/2014 | Present |
| Rock Valley Physical Therapy | Moline | IL | 11/2019 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2024 | Present |
1.) SAFE MONEY CONCEPTS FINANCIAL SERVICES, INC.; YES INVESTMENT RELATED; 201 N MAIN ST, SUITE 1, PORT BYRON, IL 61275; INSURANCE SALES; VICE PRESIDENT; START DATE 02/2014; APPROX 136 HRS/MONTH; APPROX 136 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ROCK VALLEY PHYSICAL THERAPY POSITION: Administrative Specialist NATURE: Physical Therapy to patients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2019 ADDRESS: 850 43rd Ave., Moline IL 61265, United States DESCRIPTION: Administrative duties in HR Dept
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
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