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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-06-05 |
Branch Locations
14903 N Us 169 Highway, Suite 500, Smithville, MO 64089 • United States
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roasterie, Inc | Kansas City | MO | 08/2015 | 11/2018 |
| Kl Johnson & Associates | Topeka | KS | 03/2016 | 12/2018 |
| Hd Vest Investment Services | Topeka | KS | 03/2016 | 05/2020 |
| Hd Vest Advisory Services | Topeka | KS | 01/2017 | 05/2020 |
| Vinoteca | Saint Louis | MO | 01/2017 | 12/2018 |
| Money Matters Tax And Financial Services | Smithville | MO | 01/2019 | Present |
| Rise Consulting, Llc | Overland Park | KS | 05/2020 | 06/2020 |
| Lexaurum Advisors, Llc | Overland Park | KS | 06/2020 | Present |
Money Matters Tax and Financial Services~'NIR'~14903 N US 169 Highway, Suite 500~Smithville~MO~64089~Accounting Services/Tax Preparation~Owner/Operator~1/16/2019~160hrs~130hrs~ Duties include preparing and reviewing tax returns during tax seasons.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
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