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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-01-03
  • IN RA
    APPROVED
    Since 2017-01-03

Branch Locations

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

Indianapolis, IN • 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 Formerly Change Path Llc Overland Park KS 01/2017 Present
Associated Brokerage Companies, Inc Indianapolis IN 01/1981 Present
  • 01/2017 → Present
    Creativeone Wealth, Llc Formerly Change Path Llc
    Overland Park, KS
  • 01/1981 → Present
    Associated Brokerage Companies, Inc
    Indianapolis, IN
Other Businesses

I on occasion sell life insurance and annuities. I also maintain a life insurance brokerage firm acting as a national marketing organization for several insurance carriers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26

View on SEC IAPD

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