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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-11 |
Branch Locations
Mission Farms 10601 Mission Road 3Rd Flr, Leawood, KS 66206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lenexa | KS | 07/2014 | 08/2017 |
| Legacy Financial Strategies, Llc | Overland Park | KS | 09/2017 | 10/2019 |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2020 | 02/2026 |
| Unemployed | Lenexa | KS | 11/2019 | 01/2020 |
| Perspectives Financial, Llc | Lenexa | KS | 07/2023 | 02/2026 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 05/2020 | 02/2026 |
| Rhino Financial, Llc | Overland Park | KS | 05/2024 | 02/2026 |
| Allstate Insurance Co | Northbrook | IL | 05/2020 | 02/2026 |
| Oppenheimer & Co. Inc. | Leawood | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-28 |
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
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