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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-15 |
| MO | RA | APPROVED | 2022-08-22 |
Branch Locations
4200 W 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2015 | 09/2018 |
| Massmutual Oklahoma | Kansas City | MO | 09/2018 | 03/2020 |
| Mml Investors Services, Llc | Kansas City | MO | 09/2018 | 03/2020 |
| Unemployed | Kansas City | MO | 03/2020 | 07/2020 |
| Cliftonlarsonallen Wealth Advisors, Llc | St. Joseph | MO | 08/2020 | 08/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 08/2022 | Present |
| Capfinancial Securities, Llc | Raleigh | NC | 08/2022 | Present |
Name: Kansas State University Olathe Address: 22201 W Innovations Dr. Olathe, KS 66061 Not Investment Related Nature: Educational Institution Position/Title: Adjunct Professor Start: 10/13/2025 Hours/Month: 0 Hours during Market Hours: 0 Duties: teach for the personal financial planning department
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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