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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

7520 Capital Drive Suite 100, Germantown, TN 38138 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • 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
Witt And Assoc./First Liberty Financial Germantown TN 03/1996 Present
Changepath, Llc Leawood KS 03/2021 Present
  • 03/1996 → Present
    Witt And Assoc./First Liberty Financial
    Germantown, TN
  • 03/2021 → Present
    Changepath, Llc
    Leawood, KS
Previous Registrations
  • 2008-01-07 → 2021-04-21
    First Liberty Financial Llc
    Germantown, TN
Other Businesses

FIRST LIBERTY FINANCIAL; NON-INVESTMENT RELATED; 7520 CAPITAL DRIVE, SUITE 100, GERMANTOWN, TN 38138; 03/1996; INSURANCE SERVICES; OWNER; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-02
S63 Uniform Securities Agent State Law Examination 2000-03-07
  • S65 Uniform Investment Adviser Law Examination
    2007-11-02
  • S63 Uniform Securities Agent State Law Examination
    2000-03-07
Other Names
  • James Robert Witt
  • J R Witt

View on SEC IAPD

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