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6710 W 121St St Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED_RES | 2026-03-10 |
| KS | RA | APPROVED | 2017-09-28 |
| MO | RA | APPROVED | 2017-09-28 |
Branch Locations
6710 W 121St St Suite 200, Overland Park, KS 66209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wise Wealth Llc | Lee'S Summit | MO | 08/2015 | 09/2017 |
| Cornerstone Securities Llc | Overland Park | KS | 09/2017 | Present |
1) INDEPENDENT INSURANCE AGENT - SELLING FIXED LIFE, FIXED ANNUITIES AND LONG TERM CARE - 5 TO 10 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-18 |
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