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751 E 63Rd Street, Suite 120-F, Kansas City, MO 64110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-19 |
| KS | RA | APPROVED | 2026-03-17 |
| VA | RA | APPROVED | 2026-01-07 |
| GA | RA | APPROVED | 2026-01-05 |
| IN | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED_RES | 2024-10-10 |
| MO | RA | APPROVED | 2024-04-19 |
Branch Locations
751 E 63Rd Street, Suite 120-F, Kansas City, MO 64110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 06/2007 | 07/2021 |
| Benchmark Capital Group Ltd. | Galena | IL | 08/2021 | 04/2024 |
| Twin Robins Capital, Llc | Kansas City | MO | 01/2024 | Present |
| Sandwich Bread | Kansas City | MO | 06/2025 | Present |
Name: Sandwich Bread: Conversations about money for this sandwich generation Investment-related: Yes Address: 751 E 63rd Street, Suite 120-F, Kansas City, MO 64110 Nature of the other business: Financial planning podcast Your position: Host Start date of your relationship: June 2025 Approximate number of hours/month you devote to the other business: 3-5 hours per month Approximate number of hours you devote to the other business during securities trading hours: 1-2 hours per month Duties relating to the other business: Researching financial planning topics, recording episodes with guests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
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