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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-02-24 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
321 W B St, Russellville, AR 72801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance | Russellville | AR | 09/2011 | 03/2022 |
| Securities Management & Research | Russellville | AR | 03/2016 | 12/2022 |
| Bfc Planning, Inc. | Russellville | AR | 03/2016 | 03/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 02/2023 | Present |
1. LUCAS COX INC; Investment related; 321 W. B St Russellville, AR 72801; Fixed insurance business; Agent/Owner; 02/2011; 0 hrs/mo; books and insurance service work 2. TLHC, LLC dba The Lighthouse Companies; Investment related; 321 W B St Russellville, AR 72801; Parent Company Sole Member of 3 other Lighthouse Entities. Marketing arm and shared expenses w. other 3 Lighthouse Entities; Member/Owner; 01/2022; 10 hrs/mo; 10 hrs/mo; Run Books, Collaborate with 2 business partners on business Direction 3. LHIC, LLC dba The Lighthouse Insurance Company; Investment related; 321 W B St Russellville, AR 72801; P/C, Health, Life, Fixed Annuities Insurance; Agent; 20 hrs/mo; 20 hrs/mo; Fixed annuities consulting with other agents on p/c, Health, Life 4. THE LIGHTHOUSE PLANNING dba The Lighthouse Planning Company; Investment related; 321 W B St Russellville, AR 72801; Financial planning and Investment management; 20 hrs/mo; 20 hrs/mo; Fixed annuities consulting with other agents on p/c, Health, Life 5. TJ POSEY LLC, dba The Lighthouse Realty Company; Investment related; 321 W B St Russellville, AR 72801; Real Estate Sales; Agent; 2 hrs/mo; 2 hrs/mo; Backing up broker in his absence or incapacity. Run financial books 6. LHRHC, LLC; Investment related; 321 W. B St Russellville, AR 72801; Real Estate Sales; Member; 2hrs/mo; 2hrs/mo; Oversee financials and books
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
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