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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-09 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1819 Denver West Dr Ste 205, Lakewood, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Denver | CO | 11/2024 | 06/2026 |
| Toll Brothers | Greenwood Village | CO | 02/2024 | 11/2024 |
| Challenger Homes | Colorado Springs | CO | 06/2022 | 02/2024 |
| Lokal Homes | Englewood | CO | 01/2022 | 06/2022 |
| Appliance Factory Mattress Kingdom | Thornton | CO | 12/2019 | 12/2021 |
| Unemployed | Milwaukee | WI | 04/2017 | 07/2017 |
| Park City Mountain Resort | Park City | UT | 11/2016 | 04/2017 |
| Unemployed | Washington D.C. | DC | 09/2016 | 11/2016 |
| B'nAi B'rIth Perlman Camp | Bethesda | MD | 05/2014 | 09/2016 |
| Jimmy Johns | Louisville | CO | 07/2017 | 07/2019 |
| Ian's Pizza | Denver | CO | 08/2019 | 12/2019 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2026 | Present |
| The Guardian Group | Lakewood | CO | 06/2026 | Present |
1.) The Guardian Group; Investment-related; 1819 Denver West Dr Ste 205, Lakewood, CO 80401; Financial Advising and Wealth Management; Financial Planning and Client Service Associate; 06/2026; 160 hrs/mo; 140 hrs/mo; Planning preparation, account maintenance, and other various duties as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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