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6901 Shawnee Mission Parkway, Suite 208, Mission, KS 66062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
| KS | RA | APPROVED | 2026-01-13 |
Branch Locations
6901 Shawnee Mission Parkway, Suite 208, Mission, KS 66062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Wealth Partners | Lawrence | KS | 10/2022 | 08/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2021 | 09/2022 |
| Unemployed | Overland Park | KS | 10/2020 | 01/2021 |
| Tortoise Capital Advisors | Leawood | KS | 10/2008 | 09/2020 |
| Wealthcrossing | Richmond | VA | 09/2024 | 03/2026 |
| Buffalo Run Wealth Advisors Llc | Lenexa | KS | 08/2025 | Present |
-Director of Operations at another investment adviser firm, WealthCrossing. No conflicts of interest exist as he does not provide advisory services under this other business activity.
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