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11600 College Blvd Suite 225, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2015-01-09 |
Branch Locations
11600 College Blvd Suite 225, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy Reserve | Kansas City | MO | 06/1999 | Present |
| Becker Professional Education | Kansas City | MO | 02/2008 | Present |
| Fortune Financial Advisors, Llc | Overland Park | KS | 11/2014 | Present |
| Arbor Creek Tax Service | Olathe | KS | 11/2014 | Present |
1.) ARBOR CREEK TAX SERVICE; A NON INVESTMENT RELATED ACCOUNTING FIRM LOCATED ON OLATHE, KS; A POSITION HELD SINCE 2014; FULL TIME INCOME TAX PREPARATION, CONSULTING, AND ACCOUNTING. 2.)UNITED STATES NAVY RESERVE; A NON INVESTMENT RELATED MILITARY POSITION IN KANSAS CITY, MO; A POSITION HELD SINCE 1999, CHIEF PETTY OFFICER; 16 (2 WEEKS PER YEAR), NONE OF WHICH DURING TRADING HOURS; PROVIDING LOGISTICAL SUPPORT TO EXPEDITIONARY NAVY UNITS. 3.)BECKER PROFESSIONAL EDUCATION; A NON INVESTMENT RELATED CPA TRAINING COURSE LOCATED IN KANSAS CITY, MO; A POSITION HELD SINCE 2008; SEVERAL HOURS PER MONTH, NONE OF WHICH DURING TRADING HOURS; PROVIDING CPA EXAM REVIEW COURSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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