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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-08-19 |
Branch Locations
1625 N. Waterfront Pkwy., Ste 150, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ima Wealth, Inc. | Wichita | KS | 11/2015 | 05/2018 |
| Frontier Wealth Management Llc | Kansas City | MO | 06/2018 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
50% ownership in Whirlwind Publishing Company, not investment related business, home based business, active since 2004. Partner in wholesale book sales business, approximately 1 hour/month, none during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
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