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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3834 Sutherland Ave., Knoxville, TN 37919 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 06/2007 | 10/2016 |
| U.S. Bancorp Investments, Inc. | Knoxville | TN | 10/2016 | 03/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2017 | 12/2025 |
| Sageview Advisory Group | Knoxville | TN | 03/2017 | 12/2025 |
| Creative Planning, Llc | Knoxville | TN | 12/2025 | Present |
| Usa Prime Sports | Dallas | TX | 08/2026 | Present |
USA Prime Sports ; Not investment-related; 17440 Dallas Pkwy, Ste 116, Dallas, TX 75257; Youth Baseball Organization; Baseball coach; Start 8/1/2026; 25 hours / month; 0 hours / month during securities trading hours; Coaching, teaching, developing the kids on the team through practices and games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-26 |
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