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1903 N Street, Belleville, KS 66935-2248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2008-12-23 |
Branch Locations
1903 N Street, Belleville, KS 66935-2248 • United States
226 W. Main St., Suite 9, Valley Center, KS 67147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gottschalk & Company, Cpa'S, Llc | Concordia | KS | 09/1984 | 07/2017 |
| Strategic Asset Management, Llc | Park City | KS | 07/1998 | 10/2018 |
| Prizim, Inc | Park City | KS | 09/2003 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 10/2018 | 08/2019 |
| Bank Of America, N.A. | Wichita | KS | 01/2019 | 08/2019 |
| Strategic Asset Management, Llc | Belleville | KS | 08/2021 | Present |
| Morrow & Co, Llc | Wichita | KS | 08/2019 | Present |
I*118842 For profit or not for profit: For-Profit Organization Name of outside business organization: Prizim Inc Investment related: N Address of business: Park City, Kansas 67147 Nature of business: Corporation, Position, title, association: Family Held, Start date of relationship: 11/3/2003 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity owns computer hardware and leases the hardware to my former CPA firm. I provide computer assistance regarding this hardware on an as needed basis. This will continue through 08-31-2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2004-06-21 |
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