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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-04-21 |
Branch Locations
4000 Eagle Point Corporate Dr., Birmingham, AL 35242 • United States
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Birmingham | AL | 08/2014 | 08/2017 |
| Princor Financial Group | Birmingham | AL | 08/2014 | 08/2017 |
| Concourse Financial Group Securities Inc | Birmingham | AL | 08/2017 | 04/2023 |
| First Advisors Capital | Birmingham | AL | 08/2017 | 10/2018 |
| (Dba) Red Mountain Financial | Birmingham | AL | 08/2017 | Present |
| Concourse Financial Group Securities Inc | Birmingham | AL | 11/2018 | 04/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 04/2023 | Present |
1.) RED MOUNTAIN FINANCIAL; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Advisor; 08/2017; 160 hrs/mo; Red Mountain Financial is the DBA name for my insurance and investment business. 2.) TODD TALBOT; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Broker; 03/2019; 80 hrs/mo; I write fixed insurance with varied insurance carriers. 3.) EASY DI; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Agent; 03/2018; 40 hrs/mo; 20 hrs/mo; Market disability insurance products. 4.) LTC OPTIONS; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Broker; 05/2022; 10 hrs/mo; 0 hrs/mo; Marketing of Long-Term Care insurance via the Internet. 5.) TALBOT & TALBOT INSURANCE SERVICES; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Broker; 03/2023; 2 hrs/mo; 2 hrs/mo; I market long-term care insurance in the state of California under this doing business name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-07 |
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