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12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-20 |
| KS | RA | APPROVED | 2007-11-06 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2011-01-03 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allos Investment Advisors, Llc | Overland Park | KS | 10/2010 | Present |
| Searcy Financial Services, Inc. | Overland Park | KS | 10/2010 | 12/2021 |
| Searcy Financial Services, Inc. | Overland Park | KS | 01/2022 | Present |
Active Insurance License; No time Allocated; No Insurance Sales Performed. Wabash Cannonball Steering Committee; not investment-related; Manhattan, KS; Chair Couple; 03/01/2025; Help the Kansas State University Alumni Association put on the annual Wabash Cannonball.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
| S66 | Uniform Combined State Law Examination | 2005-12-30 |
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