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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-26 |
| MO | RA | APPROVED | 2025-03-26 |
Branch Locations
401 Indian Creek Pkwy Suite 700, Overland Park, KS 66210 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockton & Kandt, Llc (F/K/A "Stockton & Stern, Llc) | Gardner | KS | 05/2000 | Present |
| Integrity Advisory Solutions | Overland Park | KS | 03/2025 | Present |
1. American Academy Wealth; Investment related; 401 Indian Creek Pkwy, Suite 700, Overland Park KS 66210; DBA for IAR Services; IAR; 03/26/2025; 20 hours per month; 20 hours during securities trading hours; DBA for IAR Services 2. S&K Private Wealth Advisors, LLC; Investment related; 401 Indian Creek Pkwy, Suite 700, Overland Park KS 66210; DBA for securities business; Member; 02/25/2025; 20 hours per month; 20 hours during securities trading hours; IAR activities 3. Estate & Elder Law Planning Educational Institute; Not investment related; 952 East Lincoln Ln Gardner, KS 66030; Estate & Elder law education; Member of the Board; 08/14/2024; 3 hours per month; 3 hours during securities trading hours; Host educational events for estate planning, long term care planning, trust administration, and probate 4. Stockton & Kandt, LLC; Not investment related; 401 Indian Creek Pkwy, Suite 700, Overland Park KS 66210; Law practice; Member Owner & Managing Attorney; 05/01/2000; 175 hours per month; 150 hours during securities trading hours; Oversee operations of law firm and meet with estate planning clients of the firm 5. Olathe Heath Charitable Foundation; Not investment related; 11300 Corporate Ave, MS 9241, Lenexa, KS, 66219; Charitable foundation; Chairman of the Board; 01/20/2020; 2 hours per month; 2 hours during securities trading hours; Leading board and facilitating meetings for foundation that fosters a culture of philanthropy to help meet the healthcare needs of the community 6. Great Plains Senior Veterans, Inc; Not investment related; 952 East Lincoln Ln Gardner, KS 66030; Educational organization for Veterans; Co-President of Board of Directors; 08/23/2016; 2 hours per month; 0 hours during securities trading hours; Facilitate board meetings, education of veterans benefits to individuals and other veteran organizations regarding non-service connected benefits 7. Spirits, LLC; Not investment related; 117 S Elm Gardner, KS 66030; Speakeasy bar with separate outside venue; Owner; 06/18/2025; 2 hours per month; 0 hours during securities trading hours; Review financials and other metrics with other owners monthly 8. Ash & Anvil, LLC; Not investment related; 204 E Park Gardner, KS 66030; Cigar Lounge; Owner; 04/29/2021; 5 hours per month; 2 hours during securities trading hours; Meet with management/additional owners once per week to review business activities 9. Lincoln Lane, LLC; Not investment related; 952 East Lincoln Ln Gardner, KS 66030; Real Estate; Owner; 10/03/2011; 2 hours per month; 0 hours during securities trading hours; Owner & rental of commercial real estate 10. LG Rentals, LLC; Not investment related; 952 East Lincoln Ln Gardner, KS 66030; Real Estate; Owner; 07/20/2017; 2 hours per month; 0 hours during securities trading hours; Owner of residential rental properties 11. Kansas Residential Properties, LLC; Not investment related; 952 East Lincoln Ln Gardner, KS 66030; Real estate rentals and management company; Owner; 08/01/2013; 2 hours per month; 0 hours during securities trading hours; Owner and manager of properties and company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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