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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| TN | RA | APPROVED | 2018-02-13 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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