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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-03-21 |
| MO | RA | APPROVED | 2024-03-21 |
Branch Locations
10955 Lowell Ave Ste 900, 910, 920, 100, And 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Team Staffing | Kansas City | MO | 05/2016 | 05/2017 |
| New Paradigm Solutions | Manhattan | KS | 05/2017 | 07/2017 |
| Energy Solutions Professionals | Overland Park | KS | 05/2015 | 08/2018 |
| So Long Saloon | Manhattan | KS | 05/2019 | 10/2019 |
| Kansas State University | Manhattan | KS | 08/2015 | 07/2020 |
| Prosperity Advisors Llc | Overland Park | KS | 10/2020 | Present |
| Cetera Advisors Llc | St Cloud | MN | 11/2020 | Present |
| Comprehensive Retirement Solutions (Crs) | Carmel | IN | 03/2022 | 02/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1) PROSPERITY ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 10/2020, INVESTMENT TEAM ASSOCIATE, APX NUMBER OF HOURS PER WEEK: 40, 8 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: PROSPERITY TAX CENTER, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS TO CPA;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-10 |
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