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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-11-21 |
| KS | RA | APPROVED | 2019-09-05 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinitas | Overland Park | KS | 06/2016 | Present |
| Commonwealth Financial Network | San Diego | CA | 07/2016 | Present |
1. Fixed insurance sales; As of 9/12/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Tarzan Properties, LLC, an entity created for the purpose of buying & managing residential real estate at 2200 Condolea Terrace, Leawood, KS 66209, as of 3/28/2018; 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner, WCBD, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 07/01/2025; 100% time spent during business hours; Conducted at branch; Investment related. 4. Owner, DiSette Financial; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 05/09/2024; 100% time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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