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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-15 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
25 Town Center Blvd Suite 104, Crestview Hills, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Crestview Hills | KY | 08/2016 | 08/2019 |
| Securities America Advisors | Crestview Hills | KY | 08/2016 | 08/2019 |
| Prosperity Capital Advisors | Westlake | OH | 08/2019 | 01/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 01/2025 | Present |
1.) Panorama Apartments-not investment related; 117 Brent Spence Square, Covington KY 41011; non-profit organization; Board Member-Board of Directors: 2012; 0-1 hrs/mo; 0-1 hrs/mo Description: The board meets 6 times per year. 2.) MBL Medicare Solutions LLC; not investment related; 25 Town Center Blvd. Suite 104, Crestview Hills KY 41017; Medicare supplement and advantage; Member; 05/2015; -I am a silent member for succession purposes only. I do not actively participate in the sale of Medicare insurance 3.) Align Financial Partners; investment related; 25 Town Center Blvd. Suite 104 Crestview Hills, KY 41017; DBA replacing MB Longland; Owner/Financial Advisor; 07/2025; 140 hrs/mo; 140 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
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