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8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| KS | RA | APPROVED | 2025-01-02 |
Branch Locations
8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lawrence | KS | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lawrence | KS | 11/2016 | 01/2025 |
| Quantum Financial Partners Llc | Leawood | KS | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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