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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-01-26 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Synergy Group | Topeka | KS | 01/2014 | Present |
| Creative One Marketing Corporation | Leawood | KS | 09/2013 | Present |
| Change Path Llc | Leawood | KS | 01/2018 | Present |
1. HYS Investments II - VI, LLCs - Investment related, owner of Dakota Shy Winery Co - Napa, CA 3031 SW Wanamaker Rd Topeka, KS 66614 Position: Investor Dates: 2012-Present Hours: 0 2. DS Property LLC - owner of Real Property in Napa County, California; leased to Dakota Shy Winery 771 Sage Canyon Rd. St. Helena, CA Position: Co-Manager Dates: 2013-present Hours: 0 3. Synergy Holding LLC - Investment related, owner of Market Synergy Group, designer and distributor of fixed indexed annuities. 1441 SW Ashworth, Ste. 110 Topeka, KS 66604 Position: Chairman Dates: 2013-present Hours: 20 4. CM2 Holding Company, Inc. - Owner of Creative One Marketing Corporation, distributor of life insurance and annuity products; and Client One Securities, LLC. 11460 Tomahawk Creek Parkway, Ste. 200 Leawood, KS 66211 Position: employee of Creative One, partner, strategic planning and distribution investments Dates: 2013-Present Hours: 20-30 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-21 |
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