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6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED | 2017-12-26 |
| KS | RA | APPROVED | 2015-04-02 |
Branch Locations
6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
217 Se 1St Ave. Suite 200-116, Ocala, FL 34471 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Overland Park | KS | 05/2012 | 09/2020 |
| Waterfront Wealth Inc. | Overland Park | KS | 05/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-25 |
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