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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
2340 Garden Road, Suite 202, Monterey, CA 93940 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2006 | 12/2016 |
| Charles Schwab Bank | Lone Tree | CO | 08/2012 | 12/2016 |
| Michels Communications | Sioux Falls | SD | 11/2013 | 12/2016 |
| Monterey Private Wealth, Inc. | Monterey | CA | 01/2017 | 03/2025 |
| Creative Planning, Llc | Monterey | CA | 04/2025 | Present |
SunStreet Centers; Not investment-related; 11 Peach Drive, Salinas, CA 93901; Non-profit organization that operates a drug and alcohol rehabilitation program; Board Member, Finance committee member; Start 5/1/2017; 6 hours/month; 0 hours/month during securities trading hours; SunStreet periodically receives in-kind stock donations which I promptly sell shares and send proceeds to SunStreet Centers for processing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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