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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-03-07 |
Branch Locations
2506 Lakeland Drive Suite 505, Flowood, MS 39232 • 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, Llc | Overland Park | KS | 03/2025 | Present |
| Southern Tree Service | Raymond | MS | 01/2011 | 12/2022 |
| Seadrill Americas | Houston | TX | 08/2018 | 08/2019 |
| American Seniors Benefit | Flowood | MS | 02/2024 | Present |
| Wheelers Services, Llc | Raymond | MS | 01/2023 | Present |
1.) Wheelers Services; non-investment related; LLC. Independent contractor that contracts to arborist; 6695 Jackson Raymond Rd. Raymond, MS 39154; CEO/Owner; 2023; 40 hours; 32 hrs/mo; I contract with other tree service companies to dismantle and remove trees; 2.) Wheelers Services; investment related; LLC; Life insurance, Annuities, and Financial Advice.; 6695 Jackson Raymond Rd. Raymond, MS 39154; CEO/Owner; 01/2023; 100 hours; 32 hrs/mo; LLC used to tax and business purposes. 3.) American Seniors Benefit; Investment related; 2506 Lakeland Dr. Ste. 505, Flowood, Ms. 39232; Agent; 2024; 128 hours/Mo.; 128 hours/Mo.; ASB is contracted to CreativeOne Wealth LLC, I work as an insurance agent in the office of ASB.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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