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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-14 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
231 Main St, Vestal, NY 13850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Financial | Binhamton | NY | 05/2012 | 09/2016 |
| Lpl Financial | Binghamton | NY | 06/2012 | 09/2016 |
| Key Investment Services Llc | Binghamton | NY | 09/2016 | 06/2017 |
| M & T Securities, Inc. | Endicott | NY | 06/2017 | 06/2021 |
| Wise Wealth, Llc | Lee'S Summit | MO | 08/2021 | 11/2022 |
| Kross Financial Services, Llc | Vestal | NY | 11/2022 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2022 | Present |
Kross Financial Services, Investment-related, 231 Main St., Vestal, NY 13850, Alternative Investment Products, President/CEO, Start date 11/2022, 20 hrs/mn, 20 hrs/mn during trading hrs, provide alternatives to traditional investing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
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