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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-30 |
| KS | RA | APPROVED | 2021-04-15 |
Branch Locations
3311 Sw Van Buren St, Topeka, KS 66611 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Topeka | KS | 11/2014 | 04/2021 |
| Securities America Advisors | Topeka | KS | 05/2016 | 04/2021 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 04/2021 | Present |
| Creativeone Wealth, Llc Formerly Changepath, Llc | Overland Park | KS | 04/2021 | Present |
1.) Kansas Financial Resources; Investment-Related; 3311 SW Van Buren, Topeka, KS 66611; Fixed Insurance; Agent; 12/1994; 10 hrs/mo; 10 hrs/mo; Fixed Insurance Sales and Service. 2.) CreativeOne Wealth, LLC Formerly Changepath, LLC; Investment-Related; 3311 SW Van Buren, Topeka, KS 66611; RIA Advisory Services; Investment Advisor Representative; 04/2021; 30 hrs/mo; 30 hrs/mo; Investment Advisory Services. 3.) Grace Point Church; Not Investment-Related; 5400 SW Huntoon St, Topeka, KS 66604; Ministry; Board Treasurer; 05/2011; 3 hrs/mo; 1 hr/mo; Attend board meetings, sign checks. 4.) Todd Zimlich, LLC; investment-related; 3311 SW Van Buren, Topeka, KS 66611; DBA, Insurance, Annuities, Securities; Owner; 09/2025; 160 hrs/mo; 160 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-18 |
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