Brian Thomas Abbott

Current Employers

Employment History

• 05/1999 → 10/2025
  Aaps Storage
  Lawrence, KS
• 01/2010 → 12/2019
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2010 → 10/2025
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2010-01-22 → 2025-11-06
  Cambridge Investment Research Advisors, Inc.
  Lawrence, KS
  Lawrence, KS
• 2007-10-18 → 2010-01-25
  Keating Financial Advisory Services
  Lawrence, KS
  Manhattan, KS
• 2009-01-02 → 2010-01-22
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 1999-12-16 → 2009-01-02
  Raymond James Financial Services, Inc.
  Lawrence, KS
  Manhattan, KS
  Lawrence, KS

Other Businesses

1.) Creative One; not investment related; 1026 Westdale Rd Lawrence, KS, USA, 66049; Selling fixed insurance products; Insurance Agent; 5/2024; 5 hrs/mo; 5 hrs/mo 2.) Brian Abbott Insurance Benefits; not investment related; 1026 Westdale Rd Lawrence, KS, USA, 66049; Medicare Sales; Owner; 09/2021; 1 hr/mo; 1 hr/mo; Medicare Sales 3.) The Capital Concierge Medicare; not investment related; 1026 Westdale Rd Lawrence, KS, USA, 66049; Medicare sales; Owner; 10/2024; 5 hrs/mo; 5 hrs/mo 4.) Notary; not investment related; 2012 Palmer Dr, Lawrence, KS 66047; Notarize Documents; Notary; 01/2008; 1 hr/mo; 1 hr/mo; 5.) First Assured Mortgage, LLC; not investment related; 4830 Bob Billings Parkway, #100A, Lawrence, KS 66049; Doing mortgages; Mortgage Loan Originator; 02/2012; 5 hrs/mo; 5 hrs/mo; Originating Loans 6.) B&E Property Management, LLC; not investment related; 2012 Palmer Dr, Lawrence, Ks 66047; Real Estate; Owner; 08/2016; Manage real estate needs; 5 hrs/mo; 5 hrs/mo 7.) The Capital Concierge, LLC; investment related; 1026 Westdale Rd Lawrence, KS, USA, 66049; DBA, Life Insurance, Annuities, Securities, Medicare; Owner; 09/2021; 130 hrs/mo; 130 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-11
• S63 Uniform Securities Agent State Law Examination
  1999-08-31