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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2024-08-13 |
| NC | RA | APPROVED | 2024-07-17 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
13341 Falls Of Neuse Road Suite 201, Raleigh, NC 27614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc | Overland Park | KS | 07/2024 | Present |
| Carlson Financial Services | 13341 Falls Of Neuse Road | NC | 07/2024 | Present |
| Brogan Financial Wealth Management & Retirement | Knoxville | TN | 07/2022 | 10/2022 |
| University Of Tennessee Gradute School Of Medicine | Knoxville | TN | 12/2014 | 06/2022 |
| Transformational Stewardship | Raleigh | NC | 06/2023 | Present |
| Unemployed | Knoxville | TN | 10/2022 | 06/2023 |
TRANSFORMATIONAL STEWARDSHIP, NONINVESTMENT RELATED, 2455 BRIERBROOK LANE, KNOXVILLE, TX 37921, WRITE HOME SCHOOL CURRICULUM, CURRICULUM DESIGNER, 6/21/2023, 60 HOURS. CARLSON FINANCIAL SERVICES, LLC, INVESTMENT RELATED, 13341 FALLS OF NEUSE ROAD SUITE 201 RALEIGH, NC 27614, INVESTMENT ADVISOR REPRESENTATIVE, 6/2024, 80/MONTH, 160/TRADING, PROVIDE INVESTMENT ADVICE TO CLIENTS & PROVIDE FINANCIAL PLANS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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