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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-09-16 |
Branch Locations
8801 Renner Boulevard Suite 403, Lenexa, KS 66219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgepoint Wealth Strategies | Lenexa | KS | 08/2016 | 09/2024 |
| Lpl Financial, Llc | Lenexa | KS | 08/2016 | 09/2024 |
| Commonwealth Financial Network | San Diego | KS | 09/2024 | Present |
| Bridgequest Wealth Strategies | Lenexa | KS | 09/2024 | Present |
Fixed insurance sales; Located at 8801 Renner Boulevard, Suite 403, Lenexa, KS 66219, as of 04/29/2024; 2% of time spent during business hours; Conducted at branch location; Investment related. Co-owner, BridgeQuest Wealth Strategies, a private entity established to facilitate securities, advisory, and insurance business; Located in Lenexa, KS, as of 04/29/2024; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-25 |
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