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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-15 |
Branch Locations
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 | 02/2014 | 04/2021 |
| Changepath, Llc | Leawood | KS | 04/2021 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 04/2021 | Present |
(1) KANSAS FINANCIAL RESOURCES; INVESTMENT-RELATED; 3311 SW VAN BUREN, TOPEKA, KS 66611; FIXED INSURANCE; AGENT; BEGAN JULY 2004; APPROXIMATELY 75 HOURS PER MONTH, WITH 30 HOURS DURING SECURITIES TRADING HOURS; FIXED INSURANCE SALES AND SERVICE. (2) CHANGEPATH, LLC; INVESTMENT-RELATED; 3311 SW VAN BUREN, TOPEKA, KS 66611; RIA ADVISORY SERVICES; REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; BEGAN APR 2021; APPROXIMATELY 120 HOURS PER MONTH, WITH 108 HOURS DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES. (3) KFR ADVISORS, INC: INVESTMENT-RELATED; 3311 SW VAN BUREN, TOPEKA, KS 66611; LIFE INSURANCE, DISABILITY INSURANCE AND ANNUITIES; AGENT; FEBRUARY 2023; 160 HRS/MO; 160 HRS/MO; INSURANCE AND ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-13 |
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