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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-02 |
| SC | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
235 Magrath Darby Boulevard Suite 120, Mount Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Student | Spartanburg | SC | 09/2013 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2017 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Charleston | SC | 10/2018 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 09/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2025 | Present |
| Sage Street Wealth | Reno | NV | 08/2025 | Present |
1.) Sage Street Wealth; Investment Related; 750 California Ave, Reno, NV 89509; Financial Planning, Wealth Management, Insurance Sales; Founder/Owner; 08/2025; 200 hrs/mo; 200 hrs/mo; Financial Planning, Wealth Management, Insurance Sales 2.) Atlantic Coast Advisory Group; not investment Related; 421 Wando Park Blvd Suite 140, Mt Pleasant, SC 29464; Insurance; Affiliate Advisor; 01/2020; 10 hrs/mo; 10 hrs/mo; Insurance Sales 3.) Angelos Advisory Group; Investment Related; 421 Wando Park Blvd Suite 140, Mt Pleasant, SC 29464; Insurance Sales; Affiliate Advisor; 01/2025; 10 hrs/mo; 10 hrs/mo; Insurance Sales 4.) Air BNB; not investment related; 216 Woodland Shores Rd, Charleston, SC 29412; Airbnb; Owner; 01/2021; 4 hrs/mo; 4 hrs/mo; Short Term Rental Management Guest communication 5.) Modern Life; investment related; 475 Springfield Ave., Summit, NJ 07901; Sale of fixed insurance products - life insurance, disability insurance, long-term care insurance, annuities; Agent; 09/2025; 10 hrs/mo; 10 hrs/mo; Insurance Planning & Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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