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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-06-14
  • KS RA
    APPROVED
    Since 2021-06-14

Branch Locations

224 S Main Street, Mcpherson, KS 67460 • United States

2259 S 9Th Street, Salina, KS 67401 • United States

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

717 Roach St, Salina, KS 67401 • United States

713 Roach St, Salina, KS 67401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterne Agee Financial Services, Inc Salina KS 09/2009 06/2017
L & L Advisors, Llc Salina KS 01/2007 Present
United Capital Management Of Ks, Inc - Ria Salina KS 07/2013 06/2017
United Capital Management Of Ks, Inc Salina KS 09/2009 06/2017
Client One Securities, Llc Leawood KS 06/2017 Present
Changepath, Llc Leawood KS 06/2021 Present
  • 09/2009 → 06/2017
    Sterne Agee Financial Services, Inc
    Salina, KS
  • 01/2007 → Present
    L & L Advisors, Llc
    Salina, KS
  • 07/2013 → 06/2017
    United Capital Management Of Ks, Inc - Ria
    Salina, KS
  • 09/2009 → 06/2017
    United Capital Management Of Ks, Inc
    Salina, KS
  • 06/2017 → Present
    Client One Securities, Llc
    Leawood, KS
  • 06/2021 → Present
    Changepath, Llc
    Leawood, KS
Previous Registrations
Other Businesses

(1) L&L ADVISORS, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; LIFE INSURANCE, MEDICARE SUPPLEMENTS, ANNUITIES; OWNER/AGENT; BEGAN JAN 2007; APPROXIMATELY 30 HOURS PER MONTH, WITH 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND SERVICE. (2) HUNCOVSKY PROPERTIES, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; RENTAL REAL ESTATE; OWNER; BEGAN JAN 2021; APPROXIMATELY 0 HOURS PER MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS; LANDLORD. (3) CHANGEPATH, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; REGISTERED INVESTMENT ADVISOR; ADVISOR; BEGAN JUNE 2021; APPROXIMATELY 30 HOURS PER MONTH, WITH 30 HOURS DURING SECURITIES TRADING HOURS; MANAGE CLIENT ASSETS. (4) Hillcrest Benefits; Not investment related; 717 Roach St. Salina KS 67401; Medicare; Owner; L&L Advisors; 7/2022; 5 hrs/mo; 5 hrs/mo during trade hours; Helping agents/agencies with medicare contracting and sales; 20K estimated commission; no reps from C1S are affiliated or investors. (5) Lauck Insurance; not investment related; 155A N 7th St Salina, KS 67401; Property and Casualty Insurance; Owner; 10/01/2023; 1hr/mo; 1hr/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-03
S63 Uniform Securities Agent State Law Examination 2009-09-23
  • S65 Uniform Investment Adviser Law Examination
    2009-11-03
  • S63 Uniform Securities Agent State Law Examination
    2009-09-23

View on SEC IAPD

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