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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-02 |
| CA | RA | APPROVED | 2023-08-09 |
| CO | RA | APPROVED | 2023-08-09 |
| AZ | RA | APPROVED | 2023-08-04 |
Branch Locations
16165 N. 83Rd Ave, Suite 200, Peoria, AZ 85382 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth | Overland Park | KS | 07/2023 | Present |
| Joshua Income Management | Peoria | AZ | 08/2022 | Present |
| Ronald J Phillips Insurance Services, Inc. | Santa Cruz | CA | 06/2021 | 12/2022 |
| Ronald J Phillips Insurance Services, Inc. | Santa Cruz | CA | 11/2012 | 06/2021 |
| Frank M. Booth, Inc | Marysville | CA | 06/2006 | 06/2021 |
JOSHUA INCOME MANAGEMENT (AKA JOSHUA INCOME MANAGEMENT INSURANCE SERVICES, INC.); CALIFORNIA & ARIZONA; OWNER, VICE PRESIDENT; INVESTMENT RELATED; PERFORM MANAGERIAL DUTIES AND OFFER INSURANCE PRODUCTS AND RECENTLY WANTS TO START INCORPORATINGADVISORY SERVICES (7/2023); START DATE 08/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
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