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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-19 |
Branch Locations
609 West Johnson Ave, Cheshire, CT 06410 • 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, Llc | Overland Park | KS | 01/2023 | Present |
| Self-Employed | Cheshire | CT | 12/2019 | 01/2023 |
| Tinedale Electrical | Cheshire | CT | 03/2017 | 12/2019 |
| Collier Electric | Cheshire | CT | 08/2011 | 03/2017 |
1. Right Path Financial LLC (DBA: Confident Financial Solutions, LLC); Investment related: yes; 163 Harvey Road, Durham, CT 06422; Insurance Sales; Owner; start date: 03/06/2023; 160 hrs/month with 8 hours daily during trading hours; Provides investment advisory services as well as retirement planning services to clients. Provides portfolio and retirement analysis as the staple to the business followed by active investment management 2. Right Path Financial LLC (DBA: Confident Financial Solutions, LLC); Investment related: yes; 163 Harvey Road, Durham, CT 06422; Insurance Sales; Owner; start date: 03/06/2023; 0 hrs/month with 0 hours daily during trading hours; Insurance licensed and has the ability to write insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
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