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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-13 |
| NC | RA | APPROVED | 2018-06-18 |
Branch Locations
200 Cornerstone Drive Ste. 201, Cary, NC 27519 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Protectors | Raleigh | NC | 03/2006 | Present |
| Brokers International Financial Services | Cary | NC | 10/2009 | 06/2018 |
| Change Path Llc | Leawood | KS | 06/2018 | Present |
| Triangle Advisors Group | Cary | NC | 05/2009 | Present |
1.INDEPENDENT INSURANCE AGENT;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;1/2006;88;88;SALES OF FIXED INSURANCE PRODUCTS 2.TRIANGLE ADVISORS GROUP, INC.;YES;200 CORNERSTONE DRIVE STE 201 CARY, NC 27513;DBA;OWNER;5/2009;160;160;DBA FOR INSURANCE AND SECURITIES SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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