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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
8444 Westpark Drive, Suite 610, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 08/2024 |
| Virginia Tech Student Athlete Academic Support Services | Blacksburg | VA | 01/2020 | 06/2020 |
| Virginia Tech Dining Services | Blacksburg | VA | 09/2019 | 01/2020 |
| Variant Private Wealth | Vienna | VA | 05/2019 | 08/2019 |
| Virginia Tech Services (Bought Out By Follett After I Left) | Blacksburg | VA | 12/2016 | 02/2019 |
| Our Lady Queen Of Peace Catholic Church | Arlington | VA | 08/2010 | 12/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | 08/2024 |
| Rossby Financial, Llc | Melbourne | FL | 08/2024 | 11/2024 |
| Creative Planning, Llc | Overland Park | KS | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-05 |
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