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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-10 |
Branch Locations
142 River Terrace, Ellijay, GA 30540 • 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 |
|---|---|---|---|---|
| Synergy Wealth Management, Inc. | Kennesaw | GA | 06/2007 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2013 | 04/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 04/2018 | 07/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2025 | Present |
1.) Synergy Wealth Management Inc; investment related; 142 River Terrace, Ellijay, GA 30540; Fixed Insurance sales, life & Annuities; President; 06/2007; 80 hrs/mo; 80 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-30 |
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