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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Salinas, KS • United States
250 N Santa Fe Suite E, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 09/2020 |
| Selectquote | Overland Park | KS | 09/2020 | 05/2021 |
| Foundation Wealth Planning Llc | Overland Park | KS | 12/2020 | Present |
| Next Move Inc. | Kansas City | MO | 05/2021 | 04/2023 |
| Kaplan North America, Llc | Alpharetta | GA | 03/2023 | Present |
| Altruvista, Llc | Houston | TX | 07/2023 | 05/2024 |
| Nectarine Financial, Inc. | Salina | KS | 04/2024 | Present |
KAPLAN NORTH AMERICA, LLC not investment-related 1015 Windward Ridge Pkwy, Alpharetta, GA 30005 education Securities Exam Prep Instructor 03/2023 80 hours per month 15 hours during trading teach exam review courses for securities exams
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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