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1920 Buchanan Street, North Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-09-06 |
| TX | RA | APPROVED | 2018-09-06 |
Branch Locations
1920 Buchanan Street, North Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Planning, Inc. | Kansas City | MO | 12/2014 | 05/2017 |
| Cetera Advisors Llc | Denver | CO | 07/2015 | 05/2017 |
| Sound Stewardship | Overland Park | KS | 05/2017 | 10/2017 |
| Creative Planning | Leawood | KS | 11/2017 | 07/2018 |
| Prosperity Planning, Inc. | North Kansas City | MO | 08/2018 | Present |
Kansas State University; Adjunct Instructor; Investment related: No; 919 Mid-Campus Dr. North, Manhattan, KS; Description of the business: University; Responsibilities Duties: Teach personal financial planning curriculum as adjunct instructor in Personal Financial Planning program..; Start date: 2023-09-01; Hours devoted to business outside trading hours: 6/month DSR Tax and Consulting, LLC; Owner and CPA; Investment Related: no; 17889 Sunset Drive, Weston, MO; Tax preparation and tax consulting services; Start Date: 9/1/2024; Approximate Hours Per Month: 4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-29 |
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