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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-01-05 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
7921 W Dodge Rd, Omaha, NE 68114 • 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 |
|---|---|---|---|---|
| Green & Associates Inc | Omaha | NE | 01/1999 | Present |
| Client One Securities, Llc | Leawood | KS | 02/2013 | 12/2016 |
| Creativeone Wealth, Llc (Formerly Change Path Llc) | Overland Park | KS | 01/2017 | Present |
1.) Green & Associates; not investment related; 7921 W Dodge RD, Omaha, NE 68114; Owner; 1998; 25 hrs/mo; 20 hrs/mo 2.) Trinity Financial Group - DBA; Investment related; 7921 W Dodge RD, Omaha, NE 68114; Life insurance and annuity sales; Insurance agent; Start date: 1998; 25 hrs/mo; 20 hrs/mo 3.) KDG TOOLS LLC; not investment related; 101 Timbercove Road Marqutte, NE 68854; Tool Sales; Owner; 01/2023; 8 hrs/mo; 0 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
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