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Current Employers
Creativeone Securities, Llc

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
TN RA APPROVED 2018-02-13
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • TN RA
    APPROVED
    Since 2018-02-13

Branch Locations

Knoxville, TN • United States

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc. Palm Beach Gardens FL 09/2013 12/2017
Cambridge Investment Research, Inc. Fairfield IA 12/2017 02/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2017 02/2018
Creativeone Securities, Llc Formerly Client One Securities, Llc Overland Park KS 02/2018 Present
  • 09/2013 → 12/2017
    Palm Beach Gardens, FL
  • 12/2017 → 02/2018
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2017 → 02/2018
    Fairfield, IA
  • 02/2018 → Present
    Creativeone Securities, Llc Formerly Client One Securities, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

1.INDEPENDENT INSURANCE AGENT FOR BOLLINGER GROUP for LTC DISABILITY, LIFE, INSURANCE, LINKED BENEFIT, PRODUCTS COMPANIES. 100% owner, 5hrs per month, Est Income $10K 2. Associates Group, Advisor, Working with TAG 401K program, 5hrs per month, Est Income $10K 3. Creative One, Advisor, seller of fixed and Indexed Annuities, 5hrs per month, Est Income $10K 4. The Brokerage, Inc. not investment related; 6200 Stone Hill Farms Pkwy Flower Mound, TX 75028; Insurance FMO; Representative; General Sales; 10/03/2022 5. Legend Group; not investment related; 11780 US HWY #1 Palm Beach Gardens, FL 33408; Insurance; Independent Producer; 06/2023; 1+ hrs/mo; 1+ hrs/mo; Sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-28
S63 Uniform Securities Agent State Law Examination 1991-07-25
  • S65 Uniform Investment Adviser Law Examination
    2003-10-28
  • S63 Uniform Securities Agent State Law Examination
    1991-07-25

View on SEC IAPD

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