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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-06-24 |
Branch Locations
7921 W Dodge Rd, Omaha, NE 68114 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth | Overland Park | KS | 06/2022 | Present |
| Diversified Health Services | Elkhorn | NE | 06/1999 | Present |
| Trinity Financial Group | Omaha | NE | 01/2023 | Present |
Diversified Health Services, Investment-related, 21062 Madison St, Elkhorn, NE 68022, Health and Insurance Sales, Owner, 1999, 20 hr/mo, 20 hr/mo during trading hours, sell life and health insurance products to clients. Trinity Financial Group, Investment-related, 7921 W Dodge Rd Omaha, NE 68114; Financial Services, financial advisor, 01/2023, 160 hrs/mo, 160 hrs/mo during trading, meet with financial service clients and offer annuities and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
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