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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-02 |
Branch Locations
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson County Clin- Trials | Lenexa | KS | 03/2020 | 06/2023 |
| True Wealth & Company Llc | Overland Park | KS | 04/2021 | 03/2024 |
| Southern New Hampshire University | Manchester | NH | 01/2021 | 06/2022 |
| Indian Hills Country Club | Mission Hills | KS | 04/2019 | 05/2021 |
| Advent Medical Center | Overland Park | KS | 03/2019 | 05/2019 |
| Johnson County Community College | Overland Park | KS | 08/2016 | 05/2019 |
| Home Depot | Overland Park | KS | 05/2018 | 04/2019 |
| Victory Chrysler Dodge Jeep Ram | Kansas City | KS | 01/2018 | 05/2018 |
| Ikea | Merriam | KS | 10/2017 | 01/2018 |
| J Luengo Insurance Advisors | Overland Park | KS | 10/2017 | 01/2018 |
| Linear Flooring & Remodeling | Lenexa | KS | 06/2016 | 09/2017 |
| True Wealth & Company Llc | Overland Park | KS | 07/2021 | 12/2023 |
| Intellicents Investments Solutions, Inc. | Overland Park | KS | 01/2024 | Present |
True Wealth & Company, LLC; yes, investment related; 7101 College Blvd, Suite 620, Overland Park, KS 66210; wealth management firm; financial consultant; 04/05/2021; 0 hours; 0 hours; duties include same as intellicents Turn the Page KC (TTPKC); not investment related; 107 W 9th St #211, Kansas City, MO 64105; Charitable Organization, non-profit; Outreach Committee Member; 07/01/2024; 3 hours per month; 0 hours during securities trading hours; Duties include part of outreach events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
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