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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
6702 Buckley Road, Suite 105, Syracuse, NY 13212 • United States
Syracuse, NY • United States
Boylston, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Carta Group/Community Bank | Syracuse | NY | 06/2016 | 06/2017 |
| Blue Ocean Strategic Capital | Syracuse | NY | 07/2017 | 12/2019 |
| United Income | Mclean | VA | 01/2020 | 04/2022 |
| Capital One | Syracuse | NY | 01/2020 | 04/2022 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 04/2022 | 12/2025 |
| Creative Planning, Llc | Syracuse | NY | 12/2025 | Present |
DKSI Properties, LLC; Not investment-related; Address: 521 First St, Liverpool, NY, 13088; Approx. hrs/month: 5; Position and nature of business: 50% owner of real estate property; receive pass-through rental income.
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