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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-17 |
Branch Locations
Prairie Village, KS • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Topeka | KS | 12/2015 | 05/2018 |
| K.L. Johnson And Associates | Topeka | KS | 11/2015 | 05/2018 |
| Waddell & Reed, Inc | Overland Park | KS | 05/2018 | 01/2021 |
| Creative Planning, Inc. | Overland Park | KS | 01/2021 | 04/2022 |
| Dynamic Wealth Advisors | Phoenix | AZ | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-02 |
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