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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
20467 Cypresswood Drive, Suite B, Cypress, TX 77433 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 12/2010 | 11/2016 |
| Core + Financial Strategies, Llc | Cypress | TX | 09/2023 | 12/2025 |
| Summit Brokerage Services, Inc. | Houston | TX | 09/2016 | 10/2018 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 10/2018 |
| Avanatx Investment Services, Inc. | Houston | TX | 10/2018 | 08/2023 |
| Avanatx Advisory Services | Houston | TX | 10/2018 | 08/2023 |
| Smartshine, Llc | Houston | TX | 03/2012 | 10/2021 |
| Core + Tax Strategies, Llc | Cypress | TX | 09/2017 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Cypress | TX | 08/2023 | 12/2025 |
| Plains State Bank | Cypress | TX | 09/2023 | 10/2024 |
| Plains Wealth Management | Cypress | TX | 01/2024 | 12/2025 |
| Plains State Bank | Cypress | TX | 09/2023 | 12/2025 |
| Cetera Planning Partners | Leawood | KS | 12/2025 | Present |
(1)Name of Business: Idiom Ventures LP/ Alron LLC Address: 10114 E Frio River Circle, Cypress, TX, 77433, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 04/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial and residential real estate investing (2)Name of Business: RKBW, LLC Address: 10114 E Frio River Circle, Cypress, TX, 77433, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate investments; convenience store equipment lease and sales; Cetera (my employer) is a tenant in two properties owned and pays a monthly lease amount that includes a common area maintenance fee on both.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
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