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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
Branch Locations
4440 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Wealth Of Florida Llc | Palm Beach Gardens | FL | 11/2011 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 08/2010 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | 01/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 01/2023 | 04/2025 |
| Triad Wealth Partners, Llc | Lawrence | KS | 04/2025 | Present |
PROSPERITY WEALTH OF FLORIDA, LLC., INVESTMENT-RELATED, 4440 PGA BLVD, SUITE 600, PALM BEACH GARDENS, FL, INSURANCE SALES, MANAGING MEMBER, 11/2011, 200 HOURS/MONTH, 160 TRADING/HOURS, SALE OF LIFE INSURANCE AND ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-28 |
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