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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-13
MO RA APPROVED 2018-07-16
CA RA APPROVED 2018-07-09
  • TX RA
    APPROVED_RES
    Since 2018-08-13
  • MO RA
    APPROVED
    Since 2018-07-16
  • CA RA
    APPROVED
    Since 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

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
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
  • 01/2014 → 08/2018
    Cona Investment Advisors, Llc
    Santa Clarita, CA
  • 04/2003 → Present
    Self Employed
    Kansas City, MO
  • 07/2018 → Present
    Creativeone Wealth, Llc Formerly Change Path, Llc
    Overland Park, KS
Previous Registrations
  • 2014-01-14 → 2018-08-09
    Cona Investment Advisors, Llc
    La Verne, CA
  • 2010-01-04 → 2013-12-31
    Capital Financial Services, Inc.
    Minot, ND
    Santa Clarita, CA
  • 2007-08-22 → 2009-12-31
    Gold River, CA
    Los Angeles, CA
    Valencia, CA
    Clearwater, FL
    Valencia, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-18
S63 Uniform Securities Agent State Law Examination 1999-06-17
  • S65 Uniform Investment Adviser Law Examination
    2005-10-18
  • S63 Uniform Securities Agent State Law Examination
    1999-06-17
Other Names
  • Kelly T Pogue
  • Kelly T Hughes
  • Kelly Therese Pogue
  • Kelly Therese Hughes
  • Kelly Therese Inga

View on SEC IAPD

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