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5251 W 116Th Place, Suite 200, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-11-19 |
| MO | RA | APPROVED | 2018-10-23 |
| CA | RA | APPROVED | 2018-09-10 |
| TX | RA | APPROVED_RES | 2018-08-06 |
| WI | RA | APPROVED | 2018-07-19 |
| KS | RA | APPROVED | 2017-02-24 |
Branch Locations
5251 W 116Th Place, Suite 200, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Leawood | KS | 07/2003 | Present |
| World Class Financial, Inc. | Leawood | KS | 09/2007 | 01/2017 |
| Insight Investment Advisers Llc | Leawood | KS | 01/2017 | Present |
1. Complete Care Chiropractic; not investment related; 1511 W. Highway 24, Wamego, KS 66547; consulting services for accounting, marketing and business management; began May 2011; 20 hours per month, none during trading hours; accounting and consulting only for Complete Care Chiropractic. 2. Licensed independent insurance agent. 3. JW Real Estate, LLC; a personal real estate investment holding company established in 2021 and based on Overland Park, KS. Activity generally represents less than 5 hour per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-06 |
| S66 | Uniform Combined State Law Examination | 2003-07-02 |
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