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7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-10-13 |
Branch Locations
7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Financial Services Llc | Overland Park | KS | 08/2009 | 12/2025 |
| National Planning Corporation | Overland Park | KS | 08/2009 | 10/2017 |
| Securities America, Inc. | Overland Park | KS | 09/2020 | 11/2020 |
| Ifs Advisors Llc Dba Insight Financial Services | Overland Park | KS | 09/2023 | Present |
| Securities Service Network, Llc | Overland Park | KS | 10/2017 | 09/2020 |
1.Girl Scouts - NO - Troop leader - 5800 W 107th St, Overland Park, KS 66207, 9/2016, 1 hour a month, Organizing meetings and learning activities. 2. Notary Public-Self-employed, Notary Public, Notarizing documents, 7101 College Blvd, Overland Park, KS 66210, Less than one hour per month, not securities related, start 2009.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-13 |
| S66 | Uniform Combined State Law Examination | 2002-07-12 |
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