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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-13 |
| MO | RA | APPROVED | 2018-07-16 |
| CA | RA | APPROVED | 2018-07-09 |
Branch Locations
1201 N.W. Briarcliff Parkway 2Nd Floor, Kansas City, MO 64116 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cona Investment Advisors, Llc | Santa Clarita | CA | 01/2014 | 08/2018 |
| Self Employed | Kansas City | MO | 04/2003 | Present |
| Creativeone Wealth, Llc Formerly Change Path, Llc | Overland Park | KS | 07/2018 | Present |
1.) Kelly T Landry (DBA - CONA Wealth, CONA Wealth, Inc.; Investment related; 2601 NW 80th St, KCMO 64151; Life Insurance and Annuity Sales; Insurance Agent; 05/1999; 120 hrs/mo; 120 hrs/mo 2.) Real Estate Brokers License; Not investment related; 2601 NW 80th St, KCMO 64151; Referrals; 5/2003; 1 hr/mo; 1 hr/mo 3.) Soroptimist International of Kansas City Northland; not investment related; 1709 Spruce Street Philadelphia, PA 19103-6103; Service organization (501(c)(3)) that does service and fundraising to help girls and women achieve economic empowerment; South Central Region Secretary; 1/2025/Member of Soroptimist since 4/2010; 12 hrs/mo; 2 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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