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5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-05-28 |
| MA | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2025-05-20 |
Branch Locations
5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 07/2012 | 03/2019 |
| Pacer Financial, Inc. | Malvern | PA | 02/2019 | 10/2022 |
| Cantor Fitzgerald & Co. | New York | NY | 10/2022 | 04/2024 |
| Cwm, Llc | Foxborough | MA | 04/2024 | 03/2025 |
| Cetera Advisor Networks Llc | Foxborough | MA | 04/2024 | 03/2025 |
| Cantor Fitzgerald Investment Advisors | New York | NY | 07/2023 | 04/2024 |
| Bldr Wealth Llc | Boston | MA | 03/2025 | Present |
InsurPlus, LLC, Investment-related, 5931 Nieman Rd, 200, Shawnee, KS. 66203, Insurance entity, Insurance agent, 5/2025, 10% of time per month is spent in this capacity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-15 |
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