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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-04-10 |
| TX | RA | APPROVED | 2019-04-10 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
10765 Lantern Rd Suite 100, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wells Financial | Noblesville | IN | 09/2009 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2014 | 04/2019 |
| Creativeone Wealth, Llc Formerly Change Path, Llc | Overland Park | KS | 03/2019 | Present |
GUARDIAN WELLS FINANCIAL, INC. - DBA; NON-INVESTMENT RELATED, 722 SOUTH RANGELINE ROAD, CARMEL, IN 46032; OWNER, SINCE 09/2009, APX 5 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS. GUARDIAN WELLS FINANCIAL, INC.; INVESTMENT RELATED, 10765 Lantern Rd Suite 100 Fishers, IN 46038; LIFE INSURANCE AND ANNUITY SALES, INSURANCE AGENT; SINCE 09/2009, APX 50 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-12 |
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