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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 | 2023-08-10 |
| KS | RA | APPROVED | 2021-11-01 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1420 Wakarusa Drive Suite 202, Lawrence, KS 66049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employeed | Lawrence | KS | 01/2016 | 09/2016 |
| Financial Life Matters, Llc | Lawrence | KS | 09/2016 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 10/2016 | 10/2021 |
| Changepath Llc | Leawood | KS | 11/2021 | Present |
The Name of the other business: Financial Life Matters, LLC Investment Related?: Yes Address of other business: 1420 Wakarusa Drive, Suite 202 Lawrence, KS 66049 Nature of other business: Business Consulting, Financial Education, Sale of Insurance Products Your position: President Start Date: 09/2016 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: President/Owner, Annuities, FIA, Life Insurance Sales, and Business Consulting. Offering educational classes on financial concepts that are available to the public at no charge.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-19 |
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