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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2023-06-15 |
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 |
|---|---|---|---|---|
| Decorative Hardscapes Llc | Beaverton | OR | 10/2014 | 01/2024 |
| Lpl Financial, Llc | Portland | OR | 01/2018 | 12/2020 |
| Financial Advocates Investment Management | Tigard | OR | 01/2018 | 01/2019 |
| Financial Advocates Investment Management | Portland | OR | 01/2019 | 12/2020 |
| Corecap Advisors | Southfield | MI | 02/2021 | 06/2023 |
| Lifestyle Wealth Management, Llc | Honolulu | HI | 01/2021 | Present |
| Creativeone Wealth | Overland Park | KS | 06/2023 | Present |
*DBA Lifestyle Wealth Management, LLC; Owner; Approx. 40 hours per month; Approx. 40 hours per month during trading hours; Insurance, long-term care, and annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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