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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-12 |
Branch Locations
14400 Metcalf Ave, Overland Park, KS 66211 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Spring Hill, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2023 | 07/2025 |
| Ewing Marion Kauffman Foundation | Kansas City | MO | 04/2019 | 05/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2017 | 04/2019 |
| Waddell & Reed | Shawnee Mission | KS | 08/2016 | 12/2016 |
| Juice Plus | Collierville | TN | 01/2016 | Present |
| Se Real Estate, Llc | Spring Hill | KS | 06/2020 | 06/2023 |
| Its Educated Money, Llc | Spring Hill | KS | 10/2022 | 06/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2025 | Present |
1.) Whole Wealth; investment related; 19708 W 197th Street, Spring Hill, KS 66083; LLC - all activities performed as IAR; Financial Advisor; 160 hrs/mo; 160 hrs/mo 2.) Root &Rise Newsletter; not investment related; 19708 West 197th Street, Spring Hill, KS 66083; Health focused Newsletter; Owner/Writer; 05/2025; 20 hrs/mo; 20 hrs/mo; Writing a bi-monthly newsletter and posting on social media accounts 3.) Ulrich Financial; not investment related; 210 SW Market St. Suite #242 Lee's Summit, MO 64063; Ulrich Financial is a CPA firm, doing CFO Fractional work, tax prep, bookkeeping, payroll, etc.; Contractor; 02/2026; 5-20 hrs/mo; 5-20 hrs/mo; help with tax prep, bookkeeping, etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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