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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-02 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
7200 S Alton Way Suite A320, Centennial, CO 80112 • 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 |
|---|---|---|---|---|
| Northstar Reality Securities | Greenwood Village | CO | 09/2014 | 02/2017 |
| Wealthvest Marketing, Llc | Bozeman | MT | 03/2017 | 06/2019 |
| The Leaders Group, Inc. | Littleton | CO | 06/2018 | 06/2019 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2025 | Present |
| Modernir | Denver | CO | 06/2019 | 11/2021 |
| Trovata | San Diego | CA | 11/2021 | 06/2022 |
| Vendr | Boston | MA | 06/2022 | 09/2023 |
| Auror | Denver | CO | 09/2023 | 04/2025 |
| Mosiac Retirement Planning | Denver | CO | 05/2025 | Present |
1.) Mosaic Retirement Planning, LLC; investment related; 7200 S. Alton Way, Suite A320 Centennial, CO 80112; Life Insurance and Annuity Sales; Insurance Agent; 05/2025; 40 hrs/mo; 0 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-14 |
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