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8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-18 |
| KS | RA | APPROVED | 2023-05-25 |
Branch Locations
8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 02/2013 | 12/2019 |
| Personal Financial Group | Overland Park | KS | 02/2013 | 12/2019 |
| Iht Wealth Management Llc | Chicago | IL | 01/2020 | 05/2023 |
| Rpr Financial | Overland Park | KS | 05/2023 | Present |
SINCE 2009 - REAL ESTATE RENTAL - RENTAL PROPERTIES 2 DUPLEXES 1 SINGLE FAMILY RENTERS ARE NOT CUSTOMERS NOR ARE THEY ADVISORS - 5% OF TIME SPENT - BLUE SPRINGS, MO AND LEES SUMMIT, MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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