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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-10
KS RA APPROVED 2022-12-21
  • TX RA
    APPROVED
    Since 2023-08-10
  • KS RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2022 → Present
    Overland Park, KS
  • 12/2022 → Present
    Financial Life Matters
    Lawrence, KS
  • 06/2019 → 12/2022
    Aaa Club Alliance
    Wichita, KS
  • 05/2004 → 06/2019
    Walgreens
    Wichita, KS
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-27
  • S65 Uniform Investment Adviser Law Examination
    2022-10-27

View on SEC IAPD

Other Firms

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