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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| KS | RA | APPROVED | 2022-12-08 |
Branch Locations
13200 Metcalf; Suite #280, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olathe Planning Committee | Olathe | KS | 06/2016 | 01/2020 |
| Pr Society Of Greater Kc | Kansas City | MO | 11/2016 | 01/2020 |
| Transamerica Financial Advisors, Inc | Overland Park | KS | 06/2017 | Present |
| World Financial Group, Inc. | Overland Park | KS | 03/2017 | Present |
| Ameriprise Financial | Overland Park | KS | 09/2015 | 11/2016 |
| Columbia College | Kansas City | MO | 06/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2022 | Present |
| Cetera Investment Advisers Llc | Overland Park | KS | 12/2022 | Present |
1.) ADJUNCT PROFESSOR FOR FINANCE AT DONELLY COLLEGE, 3/HRS/WK. 2.) LEGACY PLANNING GROUP, DBA FOR CETERA BUSINESS, 100% OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-06 |
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