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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-06-10 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. | Latham | NY | 08/2015 | 04/2017 |
| Atlas Private Wealth Management, Llc | Albany | NY | 05/2017 | 06/2019 |
| Chipotle | Schenectady | NY | 08/2017 | 06/2019 |
| Creative Planning | Overland Park | KS | 06/2019 | Present |
HyVee, Overland Park, KS - Not Investment Related. Position: Crew Member-Stocking. Start Date: September 2019. Approximately 64 hrs. per month; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
| S66 | Uniform Combined State Law Examination | 2015-12-04 |
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