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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-01 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
123 Center Park Drive Suite 124, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc | Overland Park | KS | 08/2025 | Present |
| Oak River Wealth Advisors, Inc. Formerly Jes Solutions, Inc. | Knoxville | TN | 01/2021 | Present |
| Self Employed With Asurea/ Quility | El Dorado Hills | CA | 02/2018 | 01/2021 |
| Self Employed With Legacy Life | Sacramento | CA | 07/2014 | 02/2018 |
| Empowered To Retire | Farragut | TN | 09/2024 | 06/2025 |
1.) Oak River Wealth Advisors, Inc. formerly JES Solutions, Inc.; investment related; 123 Center Park Drive Suite 124 Knoxville, TN 37922; Wealth Management, Life Insurance & Annuities; President/Owner; Insurance License - 04/2009; Investment IAR License - 01/2025; 20 hrs/mo; 100 hrs/mo; Oversees business activities, marketing & sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
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