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Account
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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-12-21 |
| MO | RA | APPROVED | 2023-12-20 |
Branch Locations
Bonita Springs, FL • United States
Kirkwood, MO • United States
112 W Jefferson Ave Suite 130, Kirkwood, MO 63122 • 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 |
|---|---|---|---|---|
| Nationwide Financial | Saint Louis | MO | 08/2016 | 07/2017 |
| Nationwide Securities Llc | Columbus | OH | 08/2016 | 07/2017 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 07/2017 | 12/2023 |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 07/2017 | 12/2023 |
| Pioneer Wealth Management | Kirkwood | MO | 05/2017 | Present |
| Creativeone Wealth | Overland Park | KS | 12/2023 | Present |
1.) Pioneer Wealth Management; investment related; Kirkwood, MO; DBA; Owner; 5/2017 2.) Tart LP; not investment related; Kirkwood, MO; LP for tax purposes; President; 1/2015; 4 hrs/mo 3.) Winner Associates, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner 4.) Southgate Associates, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner 5.) Chatham Square Associates, LLC; not investment related; St. Loui, MO; Passive Real Estate; Partial Owner 6.) Integris Ventures, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner; 7.) Kirkwood School District Foundation; not investment related; Kirkwood, MO; Board of Directors; 12/2018; 1-4 hrs/mo; 1-4 hrs/mo; Group of parents, Alumni friends working to build a stronger community 8.) Kirkwood School District Foundation; not investment related; 11289 Manchester Road Kirkwood, MO 63122; Non-Profit; Treasurer; 01/2020; 12 hrs/mo; 0 hrs/mo; Bank reconciliation, track donations, review expenses, prepare, present and budget 9.) Insurance Agent; investment related; hrs/mo varies; Health/Medicare Supplement Plans Sales 10.) City of Kirkwood, Civilian Pension Board; not investment related; 139 S. Kirkwood Road Kirkwood, MO 63122; City Government; Board Member, Civilian Pension Board; 06/2026-06/2029; 1 hr/mo; 0 hrs/mo; Appointed as a volunteer 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-11 |
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