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6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-16 |
| KS | RA | APPROVED | 2024-07-15 |
Branch Locations
6201 College Blvd Suite 650, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 05/2001 | 02/2020 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Caliber Wealth Management | Overland Park | KS | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-18 |
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