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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-16
  • ID RA
    APPROVED
    Since 2025-06-16

Branch Locations

Coeur D'ALene, ID • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2023 → 06/2025
    Clarity Capital Partners Llc
    Newport Beach, CA
  • 02/2023 → 11/2023
    Luminate Home Loans
    Irvine, CA
  • 02/2022 → 01/2023
    Celebrity Home Loans
    St. Thomas Virgin Islands, VI
  • 08/2021 → 11/2021
    Leader One Financial
    Overland Park, KS
  • 07/2018 → 07/2021
    United American Mortgage
    Costa Mesa, CA
  • 05/2017 → 06/2018
    Perl Mortgage
    Seal Beach, CA
  • 03/2015 → 04/2017
    New American Funding
    Tustin, CA
  • 06/2025 → Present
    Overland Park, KS
Previous Registrations
  • 2023-12-04 → 2025-06-23
    Clarity Capital Partners
    Newport Beach, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16
Other Names
  • Misty H Lapham
  • Misty Dawn Hill

View on SEC IAPD

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