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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-10 |
| KS | RA | APPROVED | 2022-12-21 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1420 Wakarusa Drive, Ste 202, Lawrence, KS 66049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc | Overland Park | KS | 12/2022 | Present |
| Financial Life Matters | Lawrence | KS | 12/2022 | Present |
| Aaa Club Alliance | Wichita | KS | 06/2019 | 12/2022 |
| Walgreens | Wichita | KS | 05/2004 | 06/2019 |
Financial Life Matters; Investment-related; 1420 Wakarusa Drive, Ste 202, Lawrence, KS 66049; Client Services, State Date 12/2022, 200 Hrs/Mn, 160 Hrs/Mn during trading hours, analysis of client retirement accounts and servicing current clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
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