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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-09-24 |
Branch Locations
10801 Mastin Boulevard Suite 150, Overland Park, KS 66210 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc | Overland Park | KS | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co | Overland Park | KS | 07/2016 | 09/2018 |
| Mml Investors Services, Llc | Overland Park | KS | 03/2017 | 09/2018 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Leawood | KS | 09/2018 | Present |
1.) Brian Harrold; Investment-related; 10801 Mastin Boulevard Suite 150 Overland Park Kansas 66210; Fixed Insurance; Agent; June 2016; 5 hrs/mo; 5 hrs/mo Independent Insurance Agent for Dental, Group Disability, Income Disability, Life, Accident, Health, Long-Term Care Insurance and Fixed Annuities. 2.) CreativeOne Wealth (formerly Changepath, LLC); Investment-related; 10801 Mastin Boulevard Suite 150 Overland Park Kansas 66210; RIA - Investment Services; Financial Planner; Sept 2018; 150 hrs/mo; With 150 hrs/mo; Help clients with financial decisions. 3.) Harrold Advisory Services, LLC; Investment-related; 10801 Mastin Boulevard Suite 150 Overland Park Kansas 66210; DBA Only; Owner; Sept 2018; 0 hrs/mo; 0 hrs/mo. 4.) Heritage Planning LLC; investment related; 10801 Mastin Boulevard, Suite 150, Overland Park, KS 66210; Financial Advisory Practice; Owner; 01/2025; 25 hrs/mo; 25 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-17 |
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