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4747 W 135 Street Suite 100, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-04 |
| KS | RA | APPROVED | 2024-08-20 |
Branch Locations
4747 W 135 Street Suite 100, Leawood, KS 66224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin | Madison | WI | 09/2017 | 05/2021 |
| Aspyre Wealth Partners | Overland Park | KS | 06/2021 | 08/2024 |
| Aspyre Wealth Partners | Overland Park | KS | 08/2021 | 08/2024 |
| Third Coast Advisors | Madison | WI | 05/2020 | 08/2020 |
| Fpa | Madison | WI | 06/2020 | 07/2020 |
| Jamf Software | Eau Claire | WI | 05/2019 | 08/2019 |
| Festival Foods | Eau Claire | WI | 12/2018 | 01/2019 |
| Underground Systems, Inc. | Eau Claire | WI | 05/2018 | 08/2018 |
| Gordy's County Market | Eau Claire | WI | 03/2015 | 08/2017 |
| Fas Wealth Partners | Overland Park | KS | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
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