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Paul Glynn Lindsay

Creativeone Wealth, LLC

Cary, NC

Overland Park, KS

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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 2021-01-13
NC RA APPROVED 2018-06-18
  • TX RA
    APPROVED_RES
    Since 2021-01-13
  • NC RA
    APPROVED
    Since 2018-06-18

Branch Locations

200 Cornerstone Drive Ste. 201, Cary, NC 27519 • 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
Asset Protectors Raleigh NC 03/2006 Present
Brokers International Financial Services Cary NC 10/2009 06/2018
Change Path Llc Leawood KS 06/2018 Present
Triangle Advisors Group Cary NC 05/2009 Present
  • 03/2006 → Present
    Asset Protectors
    Raleigh, NC
  • 10/2009 → 06/2018
    Brokers International Financial Services
    Cary, NC
  • 06/2018 → Present
    Change Path Llc
    Leawood, KS
  • 05/2009 → Present
    Triangle Advisors Group
    Cary, NC
Previous Registrations
  • 2009-10-01 → 2018-06-18
    Cary, NC
    Urbandale, IA
    Cary, NC
  • 2008-07-29 → 2009-10-27
    Cary, NC
    Morrisville, NC
    Morrisville, NC
  • 2008-04-21 → 2008-07-30
    Financial West Group
    Raleigh, NC
    Irvine, CA
  • 2005-09-08 → 2006-06-30
    First Command Brokerage Services, Inc.
    Panama City, FL
    Cary, NC
  • 2005-05-05 → 2005-09-14
    First Command Bank
    Fort Worth, TX
Other Businesses

1.INDEPENDENT INSURANCE AGENT;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;1/2006;88;88;SALES OF FIXED INSURANCE PRODUCTS 2.TRIANGLE ADVISORS GROUP, INC.;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;DBA;OWNER;5/2009;160;160;DBA FOR INSURANCE AND SECURITIES SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-03
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S65 Uniform Investment Adviser Law Examination
    2005-05-03
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02

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