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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 |
| SC | RA | APPROVED | 2019-04-30 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
300 N Cedar Street Suite A, Summerville, SC 29483 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Summerville | SC | 12/2009 | 04/2019 |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 04/2019 | Present |
(1)Voyage Financial Partners; INVESTMENT-RELATED; 300 N CEDAR ST, STE A, SUMMERVILLE, SC 29483; FINANCIAL SERVICES; FINANCIAL ADVISOR; BEGAN APR 2019; APPROXIMATELY 140 HOURS PER MONTH, WITH 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS; PROVIDE FINANCIAL ADVICE TO CLIENTS. (2) PROBATE COURT; NOT INVESTMENT-RELATED; 300 N CEDAR ST, STE A, SUMMERVILLE, SC 29483; PROBATE COURT; COURT APPOINTED CONSERVATOR; BEGAN APR 2019; APPROXIMATELY 10 HOURS PER MONTH, WITH 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; REPORT ON ASSETS, DO NOT HANDLE FUNDS. (3) DORCHESTER CHILDRENâ??S CENTER; NOT INVESTMENT-RELATED; 303 E RICHARDSON AVE, SUMMERVILLE, SC 29483; NON-PROFIT ORGANIZATION; BOARD MEMBER; BEGAN JUN 2015; APPROXIMATELY 5 HOURS PER MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS; VOTING MEMBER OF THE BOARD, RAISE COMMUNITY AWARENESS. (4) TIM HUDSON, LLC; INVESTMENT-RELATED; 300 N CEDAR ST, STE A, SUMMERVILLE, SC 29483; LLC FOR ACCOUNTING PURPOSES; OWNER; BEGAN APR 2015; APPROXIMATELY 0 HOURS PER MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS; NO DUTIES. (5) ATLANTIC COAST ADVISORY GROUP; INVESTMENT-RELATED; 300 N CEDAR ST, STE A, SUMMERVILLE, SC 29483; FINANCIAL SERVICES; FINANCIAL ADVISOR, REGISTERED REPRESENTATIVE; BEGAN APR 2019; APPROXIMATELY 160 HOURS PER MONTH, WITH 130 HOURS DURING SECURITIES TRADING HOURS; PROVIDE FINANCIAL SERVICES TO CLIENTS. (6) VENTURE SOUTH CHARLESTON; INVESTMENT-RELATED; 300 N CEDAR ST, STE A, SUMMERVILLE, SC 29483; ANGEL INVESTING NETWORK; MEMBER; BEGAN MAY 2021; APPROXIMATELY 10 HOURS PER MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS; INVESTMENT IN START UP BUSINESSES. (7) YMCA - non investment related; 208W Doty Ave, Summerville, SC 29483; community service and enrichment through aquatics, sports, health & wellness, child development, and early learning; position is finance committee member as of 04/2022; no compensation - no financial interest; number of hours varies - financial advise. (8) WINGS FOR WIDOWS; Investment related; 290 Peavey Rd Wayzata, MN 55391; Non-Profit Organization that helps widows making financial decisions; Financial Coach; 01/2023; 0 hrs/mo; provide widows financial guidance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
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