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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2019-03-14 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
2506 Lakeland Drive Suite 505, Flowood, MS 39232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client One Securities, Llc | Brandon | MS | 01/2016 | 11/2016 |
| Senior Benefit Services Of Ms, Llc | Brandon | MS | 05/2014 | Present |
| Chloe And Isabel | New York | NY | 08/2014 | 12/2019 |
| Creativeone Wealth, Llc Formerly Changepath, Llc | Overland Park | KS | 03/2019 | Present |
| Asb Financial Services, Inc. | Jackson | MS | 03/2019 | Present |
1.) ASB Financial Services, Inc. formerly American Seniors Benefit, Inc. (DBA); Investment Related; 1675 Lakeland Dr, Suite 309, Jackson, MS 39216, Financial Advisor, Since 2019; 100 hrs/mo all of which are during trading hours. 2.) Senior Benefit Services of MS, LLC (DBA), Investment Related, 131 Fannin Landing Cir. Brandon, MS 39047/2506 Lakeland Dr., Ste. 505 Flowood, MS 39232, Life Insurance and Annuity Sales, Insurance Agent and Owner, Since 2014; 90 hrs/mo, 70 hrs/mo all of which are during trading hours. 3.) FINRA; Investment Related; One Liberty Plaza, 165 Broadway, 27th Floor, New York, NY 10006; FINRA Dispute Resolution Services Arbitrator; Since 02/2021; Variable Hours, generally less than 8 hrs/mo all of which are during trading hours. 4.) Purse Strings; Investment Related; Libertyville, IL 60048; Purse Strings Approved Advisor; one-stop-shop to find people in different areas of finance to help them with financial needs; 05/2025; 2 hrs/mo; 2 hrs/mo; attended a class to be approved to be on their platform and pay a monthly subscription to maintain my profile. 5.) Association of Defense Communities; not investment related; 1300 Connecticut Ave NW Suite 200 Washington, DC 20036; Military community support program; Military Spouse Community Leadership Initiative Cohort; 03/2025; 4-7 hrs/mo; 1 hr/mo; part of the national dialogue about security, military family life and other topics 6.) The Armed Forces Insurance Military Spouse of the Year; not investment related; 550 Eisenhower Road Leavenworth, KS 66048; Volunteer organization honoring military spouses around the country; Nominee; 01/2026; 0 hrs/mo; 0 hrs/mo; My commitment will be to the organization if I'm selected after the voting process, then my commitment would begin.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-26 |
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