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7400 W 132Nd St. Suite 165, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-07-01 |
| AZ | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED_RES | 2015-11-24 |
| KS | RA | APPROVED | 2008-07-21 |
Branch Locations
7400 W 132Nd St. Suite 165, Overland Park, KS 66213 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 06/2008 | 12/2016 |
| Boulder Wealth Management, Llc (D/B/A Boulder Investment Group) | Overland Park | KS | 05/2008 | Present |
SINCE 7/11/08- NON-VARIABLE INSURANCE- LIFE, DISABILITY, LONG-TERM CARE, AND ANNUITIES- 5% TIME SPENT- OVERLAND PARK, KS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
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