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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-09 |
Branch Locations
645 Massachusetts Street Suite 300, Lawrence, KS 66044 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abram Brown Financial Consultants Llc | Overland Park | KS | 12/2010 | 10/2019 |
| Cetera Advisors | Denver | CO | 02/2013 | 09/2019 |
| Edmunds Duncan Registered Investment Advisors | Overland Park | KS | 09/2019 | 10/2024 |
| Purshe Kaplan Sterling | Albany | NY | 10/2019 | 10/2024 |
| Creative Planning, Llc | Overland Park | KS | 10/2024 | Present |
1) Insurance. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Medicare planning, group health, individual. Agent. Start 2/2014. 6 hours per month, 2 during trading. 2)Financial Literacy. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Provide education about financial literacy and conduct seminars and presentations. Start 10/2021. 2 hours per month, 0 during trading 3) T-shirt Sales. Not Investment Related. 3227 Huntingdon Road, Lawrence KS 66049. T-shirt Sales. Sole Proprietor. When I get a interesting idea for a tshirt, I create it and sell it online. Start 1/2024. 0 hours per month, 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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