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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-15 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1500 Corporate Circle Suite 6, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Financial Group | Hurst | TX | 11/2007 | 03/2019 |
| Client One Securities, Llc | Hurst | TX | 01/2016 | 05/2017 |
| Change Path, Llc | Leawood | KS | 05/2017 | Present |
| Gallagher & Sons Wealth Management | Southlake | TX | 04/2019 | 06/2019 |
| Prosperity Wealth Management, Llc | Southlake | TX | 07/2019 | Present |
1.) Prosperity Wealth Management, LLC - DBA; investment related; 1500 Corporate Circle Suite #6 Southlake, TX 76092; Fixed Insurance; Owner; 04/2019; 160 hrs/mo; 160 hrs/mo 2.) Simplicity Group (Scottsdale); Investment related; 2929 N Central Avenue Suite 1400 Phoenix, Arizona 85012; Annuities / Life Insurance (backup to CreativeOne Insurance); Annuity / Life Insurance Sales; 03/2026; 10 hrs/mo; 10 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
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