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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-07 |
| MS | RA | APPROVED | 2021-11-01 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Hoover, AL • 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 |
|---|---|---|---|---|
| American United Life | Brandon | MS | 08/2005 | 08/2018 |
| Oneamerica Securities, Inc | Brandon | MS | 08/2005 | 08/2018 |
| Cetera Advisors, Llc | Denver | CO | 08/2018 | 12/2019 |
| First Heartland Capital Inc | Lake St Louis | MO | 12/2019 | 10/2021 |
| Client One Securities, Llc | Leawood | KS | 10/2021 | 04/2022 |
| Creativeone Securities, Llc | Overland Park | KS | 04/2022 | Present |
(1) JIM NASH; INVESTMENT-RELATED; 118 PARKSIDE DR, BRANDON, MS 39042; LIFE, DISABILITY, MEDICAL AND LONG-TERM CARE INSURANCE; OWNER/AGENT; BEGAN OCT 1981; APPROXIMATELY 150 HOURS PER MONTH, WITH 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND SERVICE. (2) BERRY NASH LLC; INVESTMENT-RELATED; 118 PARKSIDE DR, BRANDON MS 39042; FAMILY FARM; TAX PARTNER; BEGAN JAN 2016; APPROXIMATELY 15 HOURS PER MONTH, WITH 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; TAX REPORTS AND MANAGEMENT OF THE LLC. (3) PLATINUM FUNDING GROUP; INVESTMENT-RELATED; 4750 SHERWOOD COMMON BLVD, STE 200, BATON ROUGE, LA 70816; LIFE INSURANCE SALES INCLUDING FINANCING OF PREMIUMS; REGIONAL MARKETING DIRECTOR; BEGAN OCT 2017; APPROXIMATELY 50 HOURS PER MONTH, WITH 35 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND TRAINING OF SALES STAFF. (4) RASBERRY PRODUCER GROUP; INVESTMENT-RELATED; 401 CENTRAL AVE, LAUREL, MS 39440; FIXED INSURNCE AND ANNUITIES; AGENT; BEGAN OCT 2021 APPROXIMATELY 100 HOURS PER MONTH, WITH 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES. (5) TOTAL ASSET PLANNING; INVESTMENT-RELATED; 118 PARKSIDE DRIVE BRANDON, MS 39042; DBA COMPLANY NAME USED SOLEY FOR MARKETING PURPOSES FOR FIXED AND VARIABLE LIFE AND INVESTMENT BUSINESS; OWNER; MANAGEMENT; 03/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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