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Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-13 |
| KS | RA | APPROVED | 2019-09-24 |
Branch Locations
Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc. | Overland Park | KS | 06/2017 | 05/2019 |
| O'REilly Auto Parts | Leawood | KS | 01/2015 | 06/2017 |
| Sprint | Overland Park | KS | 03/2016 | 05/2017 |
| Northwestern Mutual | Kansas City | MO | 09/2015 | 06/2016 |
| Allos Investment Advisors, Llc | Overland Park | KS | 06/2017 | 05/2019 |
| First Tee Of Greater Kansas City | Kansas City | MO | 06/2019 | 09/2019 |
| Triune Financial Partners, Llc | Overland Park | KS | 08/2019 | Present |
1) Independent Insurance Agent for Various Independent Insurance Companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-23 |
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