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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-28 |
| NC | RA | APPROVED | 2022-02-28 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
7319 Matthews Mint Hill Road Suite C And Suite D, Mint Hill, NC 28227 • 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 Investors | Charlotte | NC | 08/2013 | 03/2017 |
| Brighthouse Securities, Llc | Charlotte | NC | 03/2017 | 01/2021 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Leawood | KS | 02/2021 | Present |
1.) Creative One; Investment-Related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; Independent Marketing Organization; Director of Business Development - Annuities; 01/2021;160 hrs/mo;140 hrs/mo; Wholesaling annuities to financial professionals. 2.) Andrew McDermitt; Investment-Related; Multiple Addresses In Charlotte, NC; Personal Investment Real Estate Properties; Owner; 04/2014; 2 hrs/mo; 1 hr/mo; Maintain and lease properties. 3.) Carolina Portfolio and Income Architects; investment related; 7319 Matthews Mint Hill Rd. Suite C Mint Hill, NC 28227; Owner/Founder; Financial Planning, Securities and Variable and Fixed product; 06/2025; 15 hrs/mo; 10 hrs/mo; Consult and Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-10 |
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