David Thomas Zofness

Current Employers

Creativeone Securities, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2017-05-25

MO RA
APPROVED

Since 2017-05-25

Branch Locations

1338 Strassner Drive, St. Louis, MO 63144 • United States

6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • 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

Organization	City	State	From	To
Edwin R. Cohen & Associates, Lp	Chesterfield	MO	10/1983	Present
Ameritas Investment Corp	Lincoln	NE	07/1999	12/2016
Creativeone Securities, Llc Formerly Client One Securities, Llc	Town And Country	MO	01/2017	Present

10/1983 → Present

Edwin R. Cohen & Associates, Lp

Chesterfield, MO
07/1999 → 12/2016

Ameritas Investment Corp

Lincoln, NE
01/2017 → Present

Creativeone Securities, Llc Formerly Client One Securities, Llc

Town And Country, MO

Other Businesses

EDWIN R. COHEN & ASSOCIATES, LP; SAME AS BRANCH; INV REL; SALES OF FIXED AND INDEX ANNUITIES AND LIFE, HEALTH, LTC AND DISABILITY INSURANCE; AGENT; START DATE=10/1983; HRS/MO=160; TRADING HRS/MO=160; SALES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-24
S63	Uniform Securities Agent State Law Examination	1986-02-17

S65 Uniform Investment Adviser Law Examination

2017-05-24
S63 Uniform Securities Agent State Law Examination

1986-02-17

Designations

View on SEC IAPD

Current Employers

Creativeone Securities, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews