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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-03 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| On Island Auto Detail | Mercer Island | WA | 08/2014 | 07/2020 |
| Washington State Univ | Pullman | WA | 08/2013 | 07/2017 |
| Nylife Securities, Llc | Bellevue | WA | 03/2018 | 07/2019 |
| New York Life Insurance Company | Bellevue | WA | 09/2017 | 07/2019 |
| Hub International | Bothell | WA | 08/2019 | 06/2020 |
| Nylife Securities Llc | Bellevue | WA | 10/2020 | 03/2022 |
| New York Life Insurance Co | Bellevue | WA | 09/2020 | 03/2022 |
| Spg Advisors Llc | Kirkland | WA | 04/2022 | 09/2025 |
| Sound Planning Group | Kirkland | WA | 04/2022 | 09/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2025 | Present |
1.) Agent Value Proposition; investment related; 87 Bark Way Angier, NC 27501; Educational and advisory services related to retirement income strategies; Managing Member & Licensed Insurance Agent; 10/2025; 25 hrs/mo; 25 hrs/mo; Provides retirement income and insurance planning services 2.) Lovsted Wealth ; investment related; 1916 N 46th St, Unit B Seattle, WA, 98103; Financial planning and insurance services; Founder; Provide financial planning; 12/2025; 40 hrs/mo; 40 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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