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3805 Beck Road, Saint Joseph, MO 64506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-13 |
| MO | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
11253 Strang Line Road, Lenexa, KS 66215 • United States
3805 Beck Road, Saint Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle | Kansas City | MO | 03/2015 | 04/2025 |
| Family Investment Center | Lenexa | KS | 04/2025 | Present |
| Family Investment Center | Lenexa | KS | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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