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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 |
| CO | RA | APPROVED | 2023-04-06 |
Branch Locations
7395 E. Orchard Road Suite 400, Greenwood Village, CO 80111 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 01/2013 | Present |
| Associates Financial Group | Greenwood Village | CO | 11/2012 | Present |
1.) Associates Financial Group/Associates Group of Companies (DBA Only); Investment-Related; 7395 E Orchard Rd; Ste 400; Greenwood Village, CO 80111; Fixed and Indexed Annuities, Life Insurance; Registered Rep/Owner; 11/2012/01/2026; 10 hrs/mo; 5 hrs/mo 2.) Judith E Musella Family Trust; Not Investment-Related; Residence Address; Trust; Trustee (1 Of 4); 08/2000; 1 hr/mo; 0 hrs/mo; Trust Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-18 |
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