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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 | 2025-12-14 |
| KS | RA | APPROVED | 2025-05-27 |
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 | 05/2015 | 08/2017 |
| Omada Financial | Overland Park | KS | 11/2016 | 08/2017 |
| Omada | Overland Park | KS | 05/2017 | 08/2017 |
| Woodbury Financial Services Inc | Overland Park | KS | 08/2017 | 01/2022 |
| Owlfi | Lenexa | KS | 02/2022 | 08/2024 |
| Private Client Advisor Group, Llc | Palm City | FL | 08/2024 | Present |
BSN BRIONI LLC POSITION: Owner NATURE: We consign used clothing to an ebay seller. He then sells them on his ebay website. He then pays us a % of the sale. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/24/2015; ADDRESS: 21107 West 98th Street, Lenexa KS 66220, United States; DESCRIPTION: I go to thrift stores and buy used mens clothing. I package and ship them to our consigner and he sells them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-22 |
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