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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Wealth & Company Llc | Overland Park | KS | 06/2015 | 03/2024 |
| True Wealth & Company Llc | Overland Park | KS | 02/2017 | 03/2024 |
| 2 Door, Llc | Overland Park | KS | 01/2020 | Present |
| Mytruehr, Llc | Overland Park | KS | 09/2020 | Present |
| True Exit Solutions | Overland Park | KS | 09/2023 | 12/2023 |
| Intellicents Investment Solutions, Inc. | Overland Park | KS | 01/2024 | Present |
1. myTrueHR; NOT INVESTMENT RELATED; 7450 W 130th Street, Suite 300, Overland Park, KS 66213; HR Consulting, etc.; Responsible for activities associated with HR consulting, payroll services, and employer benefits administration; 10/2021; 10 hours per month. 2. intellicents, inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours. 3. Recreation Construction Group; not investment related; 7101 College Blvd, Ste 620, Overland Park, KS 66210; design, build, and manage outdoor recreation projects for municipalities, schools, and private organizations; CFO; start date 07/08/2025; 20 hours a month, .5 hours a day during trading hours; duties include manage all the financial aspects of the LLC, help manage project scope and timelines through a financial lens.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-21 |
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