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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-02
  • FL RA
    APPROVED
    Since 2022-02-02

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mwa Financial Services Inc. Rock Island IL 09/2008 10/2017
Modern Woodmen Of America Rock Island IL 09/2007 10/2017
New York Life Insurance Macon GA 10/2017 05/2019
Nylife Securities, Llc Macon GA 11/2017 05/2019
Pruco Securities Llc Jacksonville FL 05/2019 03/2020
The Prudential Insurance Company Of America Jacksonville FL 05/2019 03/2020
Alphastar Capital Management, Llc Cornelius NC 05/2020 01/2022
Changepath, Llc Overland Park KS 01/2022 Present
  • 09/2008 → 10/2017
    Mwa Financial Services Inc.
    Rock Island, IL
  • 09/2007 → 10/2017
    Modern Woodmen Of America
    Rock Island, IL
  • 10/2017 → 05/2019
    New York Life Insurance
    Macon, GA
  • 11/2017 → 05/2019
    Nylife Securities, Llc
    Macon, GA
  • 05/2019 → 03/2020
    Pruco Securities Llc
    Jacksonville, FL
  • 05/2019 → 03/2020
    The Prudential Insurance Company Of America
    Jacksonville, FL
  • 05/2020 → 01/2022
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 01/2022 → Present
    Changepath, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

McAlpin Financial Group investment related 15231 Laughing Gull Lane Bonita Springs, FL 34135 Life insurance and fixed/indexed annuity sales Owner Start date - 03/2020 100 hours/month 80 hours/month during trading hours Solicit and sell non-security financial products including life insurance and fixed/indexed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-01
S63 Uniform Securities Agent State Law Examination 2009-01-06
  • S65 Uniform Investment Adviser Law Examination
    2019-08-01
  • S63 Uniform Securities Agent State Law Examination
    2009-01-06
Other Names
  • W. Chad Mcalpin

View on SEC IAPD

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