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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-26 |
Branch Locations
5502 Reidville Rd., Moore, SC 29369 • 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 |
|---|---|---|---|---|
| Clients Excel | Spartanburg | SC | 09/2018 | Present |
| Treececo Financial | Concord | NC | 12/2012 | 08/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2019 | 09/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2023 | Present |
1.) Clients Excel; Investment related; 33 Market Point Dr, Spartanburg, SC 29607; Insurance Sales; President; 09/2018; 160 hrs/mo; 160 hrs/mo 2.) Oakbrook Preparatory School; Not investment-related; 190 Lincoln School Rd, Spartanburg, SC 29301; Board member; 06/2026; 3 hrs/mo; 1 hr during sec trading; Manage the head of school and hear reports from the finances director at the school and oversee budgetary process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
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