Best Investors Account Sign in
Current Employers
Greenup Street Wealth Management Llc

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-02-09
  • KS RA
    APPROVED
    Since 2024-02-09

Branch Locations

Prairie Village, KS • United States

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockton Companies Llc Kansas City MO 07/2018 09/2020
Lockton Investment Securities, Llc Kansas City MO 07/2018 09/2020
Unemployed Kasnsas City MO 10/2017 07/2018
Verathon Medical Bothell WA 12/2013 10/2017
Farmers Bank And Trsut Overland Park KS 09/2020 12/2021
Wyndham Capital Overland Park KS 12/2021 05/2022
Gateway First Bank Overland Park KS 05/2022 01/2024
Greenup Street Wealth Management Llc Ann Arbor MI 01/2024 Present
  • 07/2018 → 09/2020
    Lockton Companies Llc
    Kansas City, MO
  • 07/2018 → 09/2020
    Lockton Investment Securities, Llc
    Kansas City, MO
  • 10/2017 → 07/2018
    Unemployed
    Kasnsas City, MO
  • 12/2013 → 10/2017
    Verathon Medical
    Bothell, WA
  • 09/2020 → 12/2021
    Farmers Bank And Trsut
    Overland Park, KS
  • 12/2021 → 05/2022
    Wyndham Capital
    Overland Park, KS
  • 05/2022 → 01/2024
    Gateway First Bank
    Overland Park, KS
  • 01/2024 → Present
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-09
  • S65 Uniform Investment Adviser Law Examination
    2024-02-09

View on SEC IAPD

More in Prairie Village, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor