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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-09 |
| KS | RA | APPROVED | 2019-12-09 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
8900 Indian Creek Parkway #220, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Overland Park | KS | 12/2005 | 03/2017 |
| Mml Investors Services, Llc | Overland Park | KS | 03/2017 | 12/2019 |
| Massmutual Life Insurance Company | Overland Park | KS | 07/2016 | 12/2019 |
| Creativeone Securities, Llc | Overland Park | KS | 12/2019 | Present |
| Creativeone Wealth, Llc Formerly Changepath | Overland Park | KS | 12/2019 | Present |
1). CreativeOne Wealth formerly ChangePath; Investment related: CreativeOne Securities, LLC; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Advisor/IA; 12/2019; 80 hrs/mo; 80 hrs/mo 2). Direct Wealth Advisors; Investment related; 8900 Indian Creek Parkway Suite 220 Overland Park, KS 66210; Fixed & Index Insurance; 50% owner; Part of consolidated financial services; 40 hrs/mo; 40 hrs/mo 3). Wilshire Ridge HOA; not investment related; 16613 Eby St Overland Park, KS 66085; HOA; Board Member; 01/2019; 1 hr/mo; 1 hr/mo 4.) Prospectors Club; not investment related; 13164 State Line Rd, Leawood, KS 66209; Networking Group for business owners; Member; 03/2025; 5hrs/mo; 0 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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