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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-25 |
| MO | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
4917 Town Center Drive, Leawood, KS 66211 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Overland Park | KS | 09/2014 | 01/2018 |
| First Federal Bank Of Kansas City | Kansas City | MO | 01/2018 | 03/2018 |
| Gwfs Equities, Inc. | Overland Park | KS | 04/2018 | 10/2020 |
| Creative Planning, Inc. | Overland Park | KS | 10/2020 | 06/2022 |
| J.P. Morgan Securities Llc | Leawood | KS | 09/2022 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Leawood | KS | 09/2022 | 08/2023 |
| Empower Retirement | Overland Park | KS | 04/2018 | 10/2020 |
| Unemployed | Olathe | KS | 07/2022 | 08/2022 |
| Advised Assets Group, Llc | Overland Park | KS | 01/2020 | 10/2020 |
| Fidelity Investments | Westlake | TX | 08/2023 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| American Century Investment Services, Inc. | Kansas City | MO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-20 |
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