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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| PA | RA | APPROVED | 2021-03-04 |
| MD | RA | APPROVED | 2016-10-13 |
Branch Locations
100 Painter's Mill Road Suite 420, Owings Mills, MD 21117 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Broker Dealer Financial Services Corp. | Owings Mills | MD | 11/2008 | 10/2016 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 10/2016 | Present |
1.) The Sawyer Group; Investment related; 100 Painters Mill Rd Suite 420 Owings Mills, MD 21117; Financial planning, sales of fixed, indexed, LTC, Disability and Life Insurance, also Medicare Supplements; Owner; 7/2008; 150 hrs/mo; 150 hrs/mo 2.) Bon Air Country Club; not investment related; 2287 Club House Road GlenRock, PA 17327; Finance Committee; Member; 05/2025; 2 hrs/mo; 0 hrs/mo; Budget, Membership, Project Cost 3.) Innovative Outcome Portfolios LLC; investment related; 100 Painters Mill Rd Suite 420 Owings Mills, MD 21117; Consulting on the creation of Unit Trusts with I Capital; Part Owner/Co Founder/Executive; 09/2025; 4 hrs/mo; 4hrs/mo 4.) Bon Air Country Club_Board of Directors; not investment related; 2287 Club House Road GlenRock, PA 17327; Country Club; Board of Directors; 02/2026; 1.5 hrs/mo; 0 hrs/mo; Memberships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-07 |
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