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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-11 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
8100 La Mesa Blvd Suite 200, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 07/2012 | 12/2016 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 07/2017 | Present |
| Marc Takenaga | San Diego | CA | 12/2006 | Present |
1.) Marc Takenaga - Attorney; Not Investment-Related; 15402 Tanner Ridge Cir, San Diego, CA 92127; Legal Services; Attorney/Owner; 2006; 60 hrs/mo; 20 hrs/mo; Provide Legal Services. 2.) Marc Takenaga - Real Estate; Investment-Related; 15402 Tanner Ridge Cir, San Diego, CA 92127; Rental Real Estate; Owner/Manager; 07/2011; 1 hrs/mo; 0 hrs/mo; Property Management 3.) Marc Takenaga - Notary; Not Investment-Related; 15402 Tanner Ridge Cir, San Diego, CA 92127; Public Notary; Notary; 2005; 5 hrs/mo; 5 hrs/mo; Notarize documents 4.) Marc Takenaga - Insurance; Investment-Related; 8100 La Mesa Blvd, Ste 200, La Mesa, CA 91942; Fixed Insurance and Annuities; Insurance Agent; 2004; 100 hrs/mo; 100 hrs/mo; Insurance Sales 5.) Marc Takenaga - Tax Prep; not investment related; 8100 La Mesa Blvd, Ste 200, La Mesa, CA 91942; Tax Preparation; Owner; 04/2023; 10 hrs/mo; 5 hrs/mo; Preparation of tax returns for individuals and businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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