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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-15 |
| AZ | RA | APPROVED | 2025-01-14 |
| UT | RA | APPROVED | 2024-11-27 |
| AR | RA | APPROVED | 2024-11-26 |
| IN | RA | APPROVED | 2024-11-26 |
| MD | RA | APPROVED | 2024-11-26 |
| NY | RA | APPROVED | 2024-11-26 |
| OH | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-11-26 |
| WA | RA | APPROVED | 2024-11-26 |
Branch Locations
1432 E 840 North, Orem, UT 84097 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Bike Peddler | American Fork | UT | 05/2011 | Present |
| Corecap Advisors, Llc | Southfield | MI | 11/2014 | 11/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2024 | Present |
1.) M&O Marketing; Investment related; 27777 Franklin Rd Suite 700, Southfield, MI 48034; Life insurance/annuities sales; Agent; 01/2013; 0-1 hrs/mo; 0-1 hrs/mo; Sales 2.) PH, LLC; not investment related; 1432 East 840 North Orem UT 84097; Tax Planning; Owner; 10/2021; 5-10 hrs/mo; 1 hr/mo; Manage the business and provide tax planning/tax mitigation strategies 3.) CreativeOne; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; FMO; Agent; 11/2024; 40 hrs/mo; 40 hrs/mo; Insurance/Annuity Sales 4.) Bike Peddler; not investment related; 3600 Ashton Blvd suite a, Lehi, UT 84043; Staff member; 01/2011; 1 hr/mo; 0 hrs/mo; 1 to 2 times per year I will help out. Very part time but I get a discount on bike parts. 5.) PKH LLC; not investment related; 9802 South 6000 West; Payson UT 84651; Health Supplement Sales; Member; 08/2024; 5 hrs/mo; 0 hrs/mo; Sell Health Supplement, do accounting and back-end operation 6.) P&C LLC; investment related; 1432 East 840 North Orem UT 84097; Investments; Owner; 01/2021; 5 hrs/mo; 3 hrs/mo; Accounting and Operations 7.) Reaction Data; not investment related; 1415 E 840 N Orem UT 84097; Software sales; Virtual CFO; 01/2016; 1 hr/mo; 0 hrs/mo; Accounting, Contracting, Finance management 8.) Finest Food Funding, LLC; Not investment related; 1432 East 840 North Orem UT 84097; Sort-term lending to a startup company; Manager; 2023 - 2024 - this company will close once the loan is repaid; 0 hrs/mo; 0 hrs/mo; Accounting and management of the loan process. 9.) Rental Properties; not investment related; 9802 South 6000 West; Payson UT 84651; Properties that are rented; Owner; 01/2014; 0 hrs/mo; 0 hrs/mo; own the properties and receive passive rental income 10.) Peterson Harris, Inc.; investment related; 1432 East 840 North Orem UT 84097; IAR S-Corp; IAR, Vice President/Owner; 01/2021; 127 hrs/mo; 127 hrs/mo; Manage trades, strategies for clients, manage support staff, and business operations/finances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-26 |
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