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Leawood, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 10/2014 | 10/2017 |
| Greenleaf Financial Network, Llc | Leawood | KS | 01/2018 | Present |
| Montgomery County Government, Virginia | Christiansburg | VA | 01/2018 | Present |
| Unemployed | Blacksburg | VA | 11/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-15 |
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