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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
7254 Hwy 87 N, Orange, TX 77632 • United States
508 North Main Street, Dayton, TX 77535 • United States
1115 North 5Th St Suite 104, Silsbee, TX 77656 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
797 W. Gibson St, Jasper, TX 75951 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Group | Jasper | TX | 12/1998 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2010 | 04/2019 |
| Gf Investment Services, Llc | Sarasota | FL | 04/2010 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 05/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | 05/2020 |
| Changepath, Llc | Leawood | KS | 05/2020 | 02/2022 |
| American Global Wealth Management, Inc. | Mcdonough | GA | 08/2021 | 12/2024 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 02/2022 | 12/2024 |
| Creativeone Securities, Llc | Overland Park | KS | 12/2024 | Present |
1.) Advanced Financial Services LLC; investment related; 797 W Gibson St Jasper, TX 75951; Life Insurance and Annuity Sales; Owner/Agent; 12/1998; 120 hrs/mo; 120 hrs/mo 2.) Champion Oaks Ranch; not investment related; 482 Couty Rd 80 Jasper, TX 75951; Non-Profit home for at-risk children; Board Member; 09/2014; 4hrs/mo; 0 hrs/mo;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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