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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-18 |
Branch Locations
10801 Mastin Boulevard Suite 150, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Msi Financial Services, Inc. | Springfield | MA | 02/2015 | 03/2017 |
| Mml Investors Services, Llc | Overland Park | KS | 03/2017 | 12/2019 |
| Lewer Financial Advisors, Llc | Overland Park | KS | 12/2019 | 09/2023 |
| Creativeone Wealth | Overland Park | KS | 09/2023 | Present |
| Changepath | Overland Park | KS | 09/2023 | Present |
1.) Heritage Planning; 10801 Mastin BLVD Suite 150 Overland Park, KS 66210; Investment related; DBA for financial services firm; Financial Advisor; 05/2025; 160 hrs/mo and during securities trading hours. CHANGEPATH; OVERLAND PARK, KS; INVESTMENT RELATED; ASSOCIATE OFFERING ADVISORY SERVICES THROUGH CREATIVEONE WEALTH; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
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