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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-03-28 |
Branch Locations
13520 California Street Suite 200, Omaha, NE 68154 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guide Rock Capital Management, Inc. | Omaha | NE | 04/2015 | 03/2022 |
| Changepath, Llc | Overland Park | KS | 03/2022 | Present |
| Trinity Financial Group | Omaha | NE | 03/2022 | Present |
Trinity Financial Group, investment related, 3520 California St, Omaha, NE 68154, Insurance products and annuity sales, producer, Start Date April 2022, 16 hours/month, 8 hours/month during trading hours, Sell non-security financial products including life, disability, and long-term care insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-03 |
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