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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-11-05 |
Branch Locations
10245 E Via Linda Suite 208, Scottsdale, AZ 85258 • United States
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 |
|---|---|---|---|---|
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 10/2012 | Present |
1.) Grand Canyon Planning & Associates; investment related; 9035 E. Mountain View Road Scottsdale, AZ 85258; Fixed Insurance; Agent; 2.) CKL Arizona LLC; investment related; 9035 E. Mountain View Road Scottsdale, AZ 85258; Investment planning; Financial Advisor; 3.) Notary; not investment related; 9035 E. Mountain View Road Scottsdale, AZ 85258; Notary Public 4.) Sonoran Creek Wealth Advisors, LLC; 10245 E Via Linda Blvd Suite 208 Scottsdale, AZ 85258; Financial Planning and Estate Planning; Managing Member; 140 hrs/mo; 100 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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