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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-08-24 |
Branch Locations
1420 Wakarusa Dr, Unit 202, Lawrence, KS 66049 • 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 |
|---|---|---|---|---|
| Creativeone Wealth | Overland Park | KS | 08/2023 | Present |
| Financial Life Matters | Lawrence | KS | 01/2023 | Present |
| Retired | Overland Park | KS | 11/2019 | 01/2023 |
| Evergy | Kansas City | MO | 06/2018 | 11/2019 |
| Kansas City Power And Light | Kansas City | MO | 07/2008 | 06/2018 |
Living Your Best Life, LLC: not investment related, 10100 Broadmoor Street Overland Park KS 66212. Nature of business is consulting, business planning, coaching, speaking engagements, insurance Position: President Relationship to other businesses: support Average: 10 hrs per month, 5 hours during securities trading hours Duties: planning, support, business development FINANCIAL LIFE MATTERS; LAWRENCE, KS; INVESTMENT RELEATED; ASSISTANT AND INSURANCE AGENT; START DATE 01/2023; 20 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-23 |
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