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Troy Laton Redstone

Phd Retirement Consulting

Overland Park, KS

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Current Employers
Phd Retirement Consulting

7111 W 151St Street Suite 175, Overland Park, KS 66223-2231 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-08-12
  • KS RA
    APPROVED
    Since 2019-08-12

Branch Locations

7111 W 151St Street Suite 175, Overland Park, KS 66223-2231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Overland Park KS 06/2013 12/2016
Boulder Wealth Management, Llc Overland Park KS 06/2013 06/2019
Phd Retirement Consulting Overland Park KS 05/2013 Present
  • 06/2013 → 12/2016
    Lpl Financial Llc
    Overland Park, KS
  • 06/2013 → 06/2019
    Boulder Wealth Management, Llc
    Overland Park, KS
  • 05/2013 → Present
    Overland Park, KS
Previous Registrations
  • 2013-06-21 → 2019-08-20
    Overland Park, KS
    Overland Park, KS
  • 2010-05-26 → 2013-03-28
    Securities America Advisors, Inc.
    Overland Park, KS
  • 2009-05-20 → 2009-11-25
    Overland Park, KS
  • 2008-01-30 → 2009-03-02
    Lawing Financial Inc
    Overland Park, KS
  • 2005-04-05 → 2006-01-31
    J.P. Morgan Institutional Investments Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-01
S63 Uniform Securities Agent State Law Examination 2003-12-16
  • S65 Uniform Investment Adviser Law Examination
    2005-04-01
  • S63 Uniform Securities Agent State Law Examination
    2003-12-16
Other Names
  • Troy L Redstone

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