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290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-21 |
| KS | RA | APPROVED | 2024-05-20 |
| MO | RA | APPROVED | 2018-03-13 |
Branch Locations
8051 N Denver Ave. #1203, Kansas City, MO 64119 • United States
290 S Preston Road Suite 220, Prosper, TX 75078 • 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 |
|---|---|---|---|---|
| The Etf Store, Inc. | Kansas City | MO | 12/2011 | 03/2018 |
| Various Insurance Carriers For W&R Insurance Agencies Inc | Manhattan | KS | 10/2013 | 03/2018 |
| Waddell & Reed Inc | Manhattan | KS | 10/2013 | 03/2018 |
| Alliance America Corporation | University Park | FL | 03/2018 | Present |
| United Advisors America Corporation | Prosper | TX | 03/2018 | Present |
Insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-14 |
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