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10740 Nall Ave Suite 158, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-06-22 |
| MO | RA | APPROVED | 2022-06-07 |
Branch Locations
10740 Nall Ave Suite 158, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiphany Financial Coaching | Overland Park | KS | 01/2021 | 05/2022 |
| Parman And Associates | Overland Park | KS | 05/2017 | Present |
| Kozeny And Mccubbin | Fairway | KS | 01/2015 | 05/2017 |
| Family Legacy Advisors, Llc | Overland Park | KS | 03/2022 | Present |
Non-investment related activities include: The Registrant's private real estate investments - MBER Property, LLC in Parksville, MO and JARR Homes, LLC, registrant's residential office. Owner of Waypoint Coffee Co, Kansas City, KS. The time spent on these activities may vary throughout the year but generally no more than 5% of his time. I own part of a coffee shop with my father-in-law and I am an attorney in a law firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
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