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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Sarasota | FL | 08/2016 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 08/2016 | 07/2018 |
| Grace Capital Management, Llc/Trifound Financial, Llc | Port Charlotte | FL | 08/2018 | 05/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2020 | 03/2021 |
| Trifound Advisory Llc | Port Charlotte | FL | 11/2020 | 04/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2023 | Present |
| Storey Holdings Llc Dba Candor Wealth Strategies | Sarasota | FL | 05/2023 | Present |
Candor Wealth Strategies / Storey Holdings LLC; Sarasota, FL 34241; Used in marketing insurance and advisory services through C1W; Start Date 05/2023; 160 HRS/MONTH and during securities trading hours; Business operations, marketing of annuities, insurance, and securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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