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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-12 |
| MO | RA | APPROVED | 2018-03-19 |
| KS | RA | APPROVED | 2018-02-27 |
Branch Locations
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MS | 06/2013 | 02/2018 |
| Intellicents Investment Solutions, Inc. | Leawood | KS | 02/2018 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2018 | Present |
1. INDEPENDENT INSURANCE AGENT, START DATE: 8/1/2018, 7101 COLLEGE BLVD., SUITE 620, OVERLAND PARK, KS 66210, SOLE PROPRIETOR, AGENT, INSURANCE PRODUCTS AS A PART OF COMPREHENSIVE FINANCIAL PLANNING, NOT INVESTMENT RELATED, 40 HOURS PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS. 2. intellicents inc., Start Date: 01/01/2023, 100 N Broadway, Albert Lea, MN 56007, C Corporation, President of Personal Financial Management, Parent Company for Intellicents Investment Solutions, Administrative Entity, Shareholder and President of Personal Financial Management, Not Investment Related, 210 Hours per month, 7 Hours per day during trading hours. 3. iisMadl, LLC. Investment related. 9925 Catalina Street, Overland Park, KS 66207. Pass through entity. Owner. iisMadl is a single member pass through entity. Start: 3/21/2023. No hours dedicated per month or trading day during trading hours. No associated duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-08 |
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