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7111 W 151St Street Suite 175, Overland Park, KS 66223-2231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-08-12 |
Branch Locations
7111 W 151St Street Suite 175, Overland Park, KS 66223-2231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-16 |
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