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901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-13 |
Branch Locations
901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc. | Olathe | KS | 12/2015 | 10/2018 |
| Allos Investment Adviosrs, Llc | Overland Park | KS | 12/2015 | 10/2018 |
| Motiv8 Investments Llc | Lenexa | KS | 05/2019 | 01/2022 |
| Unemployed | Lenexa | KS | 11/2018 | 05/2019 |
| Owlfi Ria, Llc | Lenexa | KS | 04/2021 | Present |
| Private Client Advisor Group, Llc | Palm City | FL | 06/2024 | Present |
Insurance agent, less than 5 hours per month generally during regular business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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