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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-26 |
Branch Locations
3705 Clinton Pkwy Suite 200, Lawrence, KS 66047 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Financial Advisors | Lawrence | KS | 07/2020 | 10/2021 |
| Student | Lawrence | KS | 09/2011 | 07/2020 |
| Myers Construction | Lawrence | KS | 09/2019 | 07/2020 |
| Open Door | Iowa Falls | IA | 09/2016 | 05/2018 |
| Affinity Financial Advisors | Lawrence | KS | 10/2021 | 04/2023 |
| Allworth Financial, Lp | Lawrence | KS | 04/2023 | Present |
Self-employed. 2316 Stone Hawk Ct. Lawrence, KS 66047, Not investment-related. Start date-August 2020. Training/coaching, Owner/Operator. 30 hours per month. 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-06 |
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