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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 | 2021-01-13 |
| MS | RA | APPROVED | 2017-01-03 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
2506 Lakeland Drive Suite 505, Flowood, MS 39232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client One Securities, Llc | Jackson | MS | 03/2015 | 12/2016 |
| American Seniors Benefit, Inc. | Jackson | MS | 06/1997 | Present |
| Creativeone Wealth, Llc Fka Changepath | Jackson | MS | 01/2017 | Present |
1) MERCY HOUSE TEEN CHALLENGE, NON-INVESTMENT RELATED, 111 MARY STREET, GEORGETOWN, MS 39078, MEMBER OF THE BOARD AND TREASURER FOR NOT FOR PROFIT 501 C-3, LESS THAN 5 HOURS A MONTH, NONE OF WHICH ARE DURING TRADING HOURS. 2) THE HAYS INVESTMENT TRUST, INVESTMENT RELATED, JACKSON, MS 39204, TRUSTEE OF MOTHER'S TRUST, LESS THAN 5 HOURS A MONTH DURING TRADING HOURS. 3) GUARDINAN FOR NANCY H. BRIDGES (SISTER), INVESTMENT RELATED, JACKSON MS, LEGAL GUARDIAN, RESPONSIBLE FOR HEALTHCARE AND FINANCES, LESS THAN 5 HOURS A MONTH DURING TRADING HOURS. 4) AMERICAN SENIORS BENEFIT, INC. (OBA), INVESTMENT RELATED, 1674 LAKELAND DRIVE, SUITE 309 JACKSON, MS 39216, PRESIDENT AND INSURANCE AGENT, SPENDS OVER 40 HOURS A MONTH, 20 OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-04 |
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