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9393 W 110Th St Suite 100, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
| MO | RA | APPROVED | 2023-07-21 |
| KS | RA | APPROVED | 2023-03-20 |
Branch Locations
9393 W 110Th St Suite 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Decker Retirement Planning Inc | Salt Lake City | UT | 06/2016 | 02/2018 |
| Decker Retirement Planning Inc, | Salt Lake City | UT | 02/2018 | 06/2020 |
| The Advisory Suite Llc | Overland Park | KS | 06/2020 | Present |
| Kedrec Llc | Overland Park | KS | 10/2022 | Present |
| Kedrec Legacy, Llc | Overland Park | KS | 03/2021 | Present |
| Cash Flow And Capital Llc | Overland Park | KS | 12/2024 | Present |
1.) Independent Insurance Agent; Investment Related; Overland Park, KS; Start Date 03/2021; Approximately 80 hours/month with the majority of hours during securities trading hours ~ 2.) The Advisor Suite; Not Investment Related; Overland Park, KS; Coaching on Operations and Marketing; President; Start Date 06/2020; Approximately 80 hours/month with the majority of hours during securities trading hours ~ 3.) Kedrec Legacy, LLC; Investment Related; Overland Park, KS; Insurance Agency; Owner/Insurance Agent; Start Date 03/2021; Approximately 80 hours/month with the majority of hours during securities trading hours ~ 4.) Cash Flow and Capital LLC; Not investment-related; 9393 W 110th St, Suite 100, Overland Park, KS 66210; Personal budgeting app to help manage spending; President/ Managing Member; Owner; Start date: 12/2024; Approximately 4 hours/month devoted to this business with 3 hours/month devoted during securities trading hours; Duties: Chat with the developers on the creation of the app and the features that need to be added.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
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