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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-01-25 |
| MO | RA | APPROVED | 2022-01-25 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
7101 College Blvd Suite 620, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Financial Solutions Inc | Kansas City | MO | 01/2016 | 01/2022 |
| Intellicents Investment Solutions, Inc. | Overland Park | KS | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-16 |
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