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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
1225 Coast Village Rd Suite C,, Santa Barbara, CA 93108 • 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 | 04/2025 | Present |
| Spectrum King Led, Llc | Los Angeles | CA | 08/2016 | 08/2017 |
| Veridian Partners, Llc | Moss Landing | CA | 06/2017 | 10/2024 |
| Cfh, Inc. | Longmont | CO | 09/2017 | 06/2023 |
| Unemployed | Soquel | CA | 10/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
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