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5201 Johnson Drive Suite 410, Mission, KS 66205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-02-15 |
Branch Locations
5201 Johnson Drive Suite 410, Mission, KS 66205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central States Capital | Kansas City | MO | 01/2012 | 03/2019 |
| Westward Investment Advisory | Prairie Village | KS | 12/2015 | Present |
| Mcliney And Company | Mission | KS | 04/2019 | Present |
(1)U.S. LACROSSE GREAT PLAINS CHAPTER - President. The nature of the business if Regional Advisory Board. This position will begin 1/1/20156. There is no compensation and time spent will be less than 5 hours per month. The hours spent will be outside business hours. (2)Assistant Head Coach Rockhurst High School La Crosse. Approximately 20 Hours a Month and $3,000 Annually (3)Investment Adviser with Westward Investment Advisory. Does not interfere with Sales Representative job at McLiney And Company (4)KBA Insurance - not investment-related; 610 SW Corporate View, Topeka, Kansas; the nature of the business is selling insurance policies to banks and bank holding companies; President; start date April 1, 2019; Devotes 160 hours per month to this activity; 150 hours during securities trading hours; selling insurance policies to banks and bank holding companies only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
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