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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED_RES | 2023-05-04 |
| MI | RA | APPROVED | 2023-04-20 |
| KY | RA | APPROVED | 2020-02-17 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
7310 Turfway Rd, Suite 550, Florence, KY 41042 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Sales | Burlington | KY | 10/2000 | Present |
| Bridgeriver Advisors, Llc | Clinton Township | MI | 08/2012 | Present |
| Changepath, Llc | Leawood | KS | 02/2020 | Present |
7160 First Financial Dr. Suite 202 Burlington, KY 41005 DBA: CREATIVE ASSET SOLUTIONS, LLC. INSURANCE AGENT OFFERING FIXED ANNUITIES, LIFE AND LONG TERM CARE. APPROXIMATELY 120 HOURS PER MONTH, OF WHICH 100 HOURS ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-03 |
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