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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-16 |
Branch Locations
Coeur D'ALene, ID • 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 |
|---|---|---|---|---|
| Clarity Capital Partners Llc | Newport Beach | CA | 11/2023 | 06/2025 |
| Luminate Home Loans | Irvine | CA | 02/2023 | 11/2023 |
| Celebrity Home Loans | St. Thomas Virgin Islands | VI | 02/2022 | 01/2023 |
| Leader One Financial | Overland Park | KS | 08/2021 | 11/2021 |
| United American Mortgage | Costa Mesa | CA | 07/2018 | 07/2021 |
| Perl Mortgage | Seal Beach | CA | 05/2017 | 06/2018 |
| New American Funding | Tustin | CA | 03/2015 | 04/2017 |
| Creativeone Wealth, Llc | Overland Park | KS | 06/2025 | Present |
1.) Coeur Principle LLC; not investment related; 1716 E Lakeside Avenue Coeur d'Alene, ID 83814; Referral compensation received for residential mortgage loans; Managing Member/50% Owner; 12/2023; 10 hrs/mo; 5 hrs/mo; I still receive mortgage referrals after being in the mortgage industry for 22 years. I refer my mortgage leads to Al Hensling, owner of United American Mortgage, and receive a referral-only compensation 2.) Vitality Property Ventures LLC; not investment related; 1716 E Lakeside Avenue Coeur d'Alene, ID 83814; Rental properties; Managing Member/50% Owner; 08/2024; collecting rental income 3.) Insurance and Annuity Sales; not investment related; 1716 E Lakeside Avenue Coeur d'Alene, ID 83814; sell insurance and annuity products; Insurance Representative; 07/2024; sell insurance and annuity products 4.) Tenacity Inc DBA Tenacity Wealth Management; investment related; 776 E. Riverside Drive, #206, Eagle, ID 83616; Investment Management; Wealth Manager; 06/2025; 160 hrs/mo; 100 hrs/mo; Wealth Manager with Brittany as my supervising wealth manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
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