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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-04 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
801 Sunset Drive Building A, Ste. 1, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthwise, Inc. Dba Worthwhile Wealth Council | Johnson City | TN | 03/2013 | 11/2022 |
| Marmo Financial Group, Llc | Johnson City | TN | 01/2023 | 05/2026 |
| Cetera Planning Partners | Leawood | KS | 05/2026 | Present |
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