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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-08 |
Branch Locations
9732 Rosehill Road, Lenexa, KS 66061 • United States
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Shawnee | KS | 07/2009 | 10/2021 |
| Jim Boldt & Associates, Llc | Shawnee | KS | 08/2021 | 10/2021 |
| O'MAlley-Boldt Financial, Llc | Lenexa | KS | 10/2021 | Present |
| Lexaurum Advisors, Llc | Overland Park | KS | 02/2022 | Present |
1)DOCE PROPERTIES, LLC., 11642 S SUMAC ST., OLATHE, KS 66061, CO-OWNER, DUTIES: COLLECT RENTS, DEAL WITH TENANTS AND SCHEDULING MAINTENANCE AND REPAIRS, TIME DEVOTED: 4 HOURS PER MONTH, NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-25 |
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