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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
| IA | RA | APPROVED | 2026-01-09 |
Branch Locations
1819 Denver W Drive Suite 205, Lakewood, CO 80401 • 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 | 01/2026 | Present |
| Bard Materials | Dubuque | IA | 02/2023 | Present |
| University Of Colorado | Boulder | CO | 02/2022 | 01/2023 |
| Temple University | Philadelphia | PA | 01/2019 | 02/2022 |
| Northern Illinois University | Dekalb | IL | 08/2015 | 01/2019 |
1.) The Guardian Group; investment related; 1819 Denver W Drive Suite 205 Lakewood, CO 80401; AUM, sale of life insurance and annuities; Sales Advisor; 01/2026; 160 hrs/mo; 20 hrs/mo 2.) Dyersville Ready Mix Inc. DBA BARD Materials; not investment related; 2021 325th Ave Dyersville, IA 52040; Ready Mix Concrete and Aggregate company; Health and Wellness Manager; 02/2023; 160 hrs/mo; 20 hrs/mo; I am the Health and Wellness Manager overseeing a self-funded Health Insurance plan. 3.) BARD Materials; not investment related; 2400 US 52 South Dubuque, IA 52003; Ready Mix concrete and aggregates; Leadership Development and Employee Resources Manager; 02/2013; 40 hrs/mo; Manage employee benefits and wellness programming40 hrs/mo;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-06 |
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