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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-23 |
Branch Locations
74 Kihapai St, Kailua, HI 96734 • 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 |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 12/2022 | 01/2025 |
| Mindie Molina Investment And Insurance | Stuart | FL | 01/2022 | 01/2025 |
| Value Tool & Engineering | Palm City | FL | 08/2019 | 03/2022 |
| Sunfire Financial | Stuart | FL | 07/2021 | 12/2021 |
| Symmetry Financial Group | Stuart | FL | 09/2020 | 07/2021 |
| First Baptist School | Stuart | FL | 06/2017 | 05/2019 |
| Chase Bank | Stuart | FL | 05/2016 | 06/2017 |
| Creativeone Wealth, Llc | Overland Park | KS | 01/2025 | Present |
1.) Lifestyle Wealth Management; investment related; 74 Kihapai, Kailua HI 96734; Agent/IAR/Financial Advisor; Sale of all types of life insurance and annuities, except variable annuities; 01/2025; 15 hrs/mo; 7 hrs/mo; Evaluate comprehensively individual & family needs for insurance products that enhance overall financial well being.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
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