Mark Ronald Roberts

Current Employers

Creativeone Securities, Llc

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
KS	RA	APPROVED	2011-08-13
MO	RA	APPROVED	2011-08-04

TX RA
APPROVED_RES

Since 2026-01-13
KS RA
APPROVED

Since 2011-08-13
MO RA
APPROVED

Since 2011-08-04

Branch Locations

Clearwater, FL • United States

13220 Metcalf Ave Suite 220, Overland Park, KS 66213 • United States

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Creativeone Securities, Llc Formerly Client One Securities, Llc	Overland Park	KS	08/2011	Present

08/2011 → Present

Creativeone Securities, Llc Formerly Client One Securities, Llc

Overland Park, KS

Previous Registrations

2020-11-30 → 2025-10-21

Creativeone Wealth, Llc

Overland Park, KS

Overland Park, KS
2009-05-19 → 2011-08-03

Investment Advisors Corp

Overland Park, KS
2008-03-06 → 2009-05-18

Cutter & Company, Inc.

Ballwin, MO

Overland Park, KS
2003-11-12 → 2008-02-08

Thrivent Investment Management Inc.

Overland Park, KS

Overland Park, KS

Overland Park, KS

Other Businesses

1.)Affinity Asset Management; Investment related: yes; 13220 Metcalf Avenue, Overland Park, KS 66213; Insurance Sales; President; 80 hrs/month all during trading hours 2.) Foundation for Financial Education; Investment related: no; 13220 Metcalf Avenue, Overland Park, KS 66213; Educational workshops; Director; start date: 08/2015; 6 hrs/month all during trading hours; Provide educational workshops for local businesses. 3.) Affinity Veterans; Investment related: no; 13220 Metcalf Avenue, Overland Park, KS 66213; Veterans Planning; Advisor; start date: 06/2016; 25 hrs/month all during trading hours 4.) Amazon - book sales; Investment related: no; amazon.com; Books being sold online on amazon.com; start date: 09/2016; 2 hrs/month with none during trading hours; Why didn't I hear about this earlier? book sales. 5.) White Glove; Investment related: no; 3883 Telegraph Road, Suite 102, Bloomfield HIlls, MI 48302; Educational SSN Workshop; Presenter; start date: 01/2017; 4 hrs/month all during trading hours; present SSN materials. 6.) Affinity Tax LLC; Not investment related; 13220 Metcalf Avenue, Ste. 230 Overland Park, KS 66213; Owner; Tax Prep Business; 01/2022; 5 hrs/mo; 0 hrs/mo 7.) Acquire; Investment related: No; 12620 Race Track Road, Tampa, FL 33626; Educational workshop; Presenter; 01/2020; 4 hrs/mo; 4 hrs/mo; present SSN and estate planning materials. 8.) Affinity Legal KC, LLC; not investment related;13220 Metcalf Avenue, Ste. 230 Overland Park, KS 66213; Legal, Law Firm, Estate Planning; Financial/Marketing Consultant/Investor; 03/2025; 20 hrs/mo; 20 hrs/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-10-16
S63	Uniform Securities Agent State Law Examination	1996-04-24

S65 Uniform Investment Adviser Law Examination

2003-10-16
S63 Uniform Securities Agent State Law Examination

1996-04-24

Designations

View on SEC IAPD