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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-07-10
MO RA APPROVED 2024-07-10
  • KS RA
    APPROVED
    Since 2024-07-10
  • MO RA
    APPROVED
    Since 2024-07-10

Branch Locations

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

Fort Scott, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1842 Wealth Management Fort Scott KS 07/2024 Present
Creativeone Wealth, Llc Overland Park KS 07/2024 Present
Win-Vent Windows Fort Scott KS 05/2006 Present
  • 07/2024 → Present
    1842 Wealth Management
    Fort Scott, KS
  • 07/2024 → Present
    Overland Park, KS
  • 05/2006 → Present
    Win-Vent Windows
    Fort Scott, KS
Other Businesses

Youth Sports Coach, Nonbusiness related, Coach various youth sports teams that my kids play on, Position: Coach, 2002 Arapaho Road Fort Scott, KS 66701, 2014-Present, Approximately 10 hours Aaron Malone, Nonbusiness related, Engineering consultation, shop drawing review, and sales connections that come with a finder's fee, Position: Owner, 2002 Arapaho Road Fort Scott, KS 66701, Draw, review, and connect people with fenestration services for commercial construction jobs, May 2006 to Present, Approximately 10 hours Community Christian Church, Nonbusiness related, non-denominational church, Position:Elder, I function as a leader on the board of elders, 1919 South Horton Fort Scott, KS 66701, February 2020 to Present, Approximately 5 hours Extrusions Inc. / Win-Vent Windows, Nonbusiness related, Type: Manufacturing of aluminum extrusions and commercial grade aluminum windows, Position: Sales Manager, Coordinate the sales effort of commercial aluminum window sales with outside sales reps and an office team, 2401 South Main Street Fort Scott, KS 66701, Approximate # of hours/month: 35, Approximate # of hours/month you devote to this outside activity during trading hours:20

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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