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901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-01 |
| KS | RA | APPROVED | 2024-06-13 |
Branch Locations
40 Corporate Woods 9401 Indian Creek Pkwy Ste 680, Overland Park, KS 66210 • United States
901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Overland Park | KS | 06/2015 | 08/2017 |
| Princor Financial Services Corporation | Overland Park | KS | 06/2015 | 08/2017 |
| Omada Financial | Overland Park | KS | 01/2017 | 08/2017 |
| Woodbury Financial Services Inc | Overland Park | KS | 08/2017 | 12/2021 |
| Owlfi, Llc | Lenexa | KS | 01/2022 | 08/2024 |
| Private Client Advisor Group, Llc | Palm City | FL | 06/2024 | Present |
1.) Partner in BSN BRIONI, LLC, a non-investment related clothing resale business located in Lenexa, KS, since 2017. Activity represents less than 15 hours per month, some of which during securities trading hours. 2.) Partner in OMADA GB2S LLC, a non-investment related general business consulting firm located in Lenexa, KS, since 2017. Activity represents less than 10 hours per month, some of which during securities trading hours. 3.) Sole Proprietor of OMADA Benefits, a non-investment related insurance business located in Lenexa, KS, since 2019. Activity represents less than 10 hours per month generally during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-15 |
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