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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, 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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 12/2010 | 11/2016 |
| Core + Financial Strategies, Llc. | Houston | TX | 11/2010 | 08/2023 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 09/2016 | 10/2018 |
| Avantax Investment Services, Inc. | Cypress | TX | 10/2018 | 08/2023 |
| Summit Financial Group Inc. | Houston | TX | 09/2016 | 10/2018 |
| Core + Tax Strategies, Llc. | Cypress | TX | 12/2010 | 08/2023 |
| Smartshine, Llc | Houston | TX | 03/2012 | 10/2020 |
| Avantax Advisory Services | Cypress | TX | 10/2018 | 08/2023 |
| Core Plus Financial Strategies, Llc | Houston | TX | 12/2010 | 08/2023 |
| Plains State Bank | Cypress | TX | 08/2023 | 12/2025 |
| Raymond James Financial Services, Inc. | Houston | TX | 08/2023 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 08/2023 | 12/2025 |
| Core + Financial Strategies Plains Wealth Management | Cypress | TX | 09/2023 | 10/2023 |
| The Retirement Planning Group, Llc | Leawood | KS | 12/2025 | Present |
Name of Business: RKBW, LLC Address: 10114 E Frio River Circle, Cypress, TX, 77433, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate investments; convenience store equipment lease and sales; Cetera (my employer) is a tenant in two properties owned and pays a monthly lease amount that includes a common area maintenance fee on both.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-16 |
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