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Josalyn Lexus Mosby
CRD#: 6924546
IA
Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 12925 West Dodge Road
Omaha, NE 68154
Registration History
2018201920202021202220232024202520265 FIRMS2021 - 2021 (<1 year)IACREATIVE PLANNING (CRD# 105348)2024 - Present (<1 year)BPACIFIC SELECT DISTRIBUTORS, LLC (CRD# 4452)2021 - 2024 (2 years)BSECURITIES AMERICA, INC. (CRD# 10205)2018 - 2021 (2 years)IASECURITIES AMERICA ADVISORS, INC. (CRD# 110518)2020 - 2021 (1 year)
License(s)

State Registrations

IA
Nebraska 5/16/2024

Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
12925 West Dodge Road, Omaha, NE 68154
Registered with this firm since 5/16/2024

Previous Registration(s)
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08/11/2021 - 05/17/2024 PACIFIC SELECT DISTRIBUTORS, LLC (CRD#:4452) OMAHA, NE
IA
05/19/2020 - 08/09/2021 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) La Vista, NE
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04/21/2021 - 08/09/2021 FSC SECURITIES CORPORATION (CRD#:7461) ATLANTA, GA
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04/21/2021 - 08/09/2021 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
B
04/21/2021 - 08/09/2021 SAGEPOINT FINANCIAL, INC. (CRD#:133763) SCOTTSDALE, AZ
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04/21/2021 - 08/09/2021 TRIAD ADVISORS LLC (CRD#:25803) ATLANTA, GA
B
04/21/2021 - 08/09/2021 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) OAKDALE, MN
B
10/08/2018 - 08/09/2021 SECURITIES AMERICA, INC. (CRD#:10205) LAVISTA, NE
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Broker
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Investment Adviser
Disclosures
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