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6710 W 121St St Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-11 |
Branch Locations
6710 W 121St St Suite 200, Overland Park, KS 66209 • United States
Eagle Point, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crater High School | Central Point | OR | 09/2013 | 06/2017 |
| Unemployed | Central Point | OR | 06/2017 | 09/2017 |
| University Of Oregon | Eugene | OR | 09/2017 | 06/2021 |
| Dux Bistro | Eugene | OR | 04/2017 | 02/2020 |
| Next Financial Group, Inc | Medford | OR | 08/2021 | 10/2023 |
| Mellelo Coffee Roasters | Central Point | OR | 07/2020 | 10/2020 |
| Lighthouse Financial Planners And Advisors | Medford | OR | 07/2021 | 10/2023 |
| Sierra Ridge Wealth Management | Sacramento | CA | 05/2022 | 10/2023 |
| Lighthouse Financial Planners And Advisors | Medford | OR | 05/2022 | 10/2023 |
| Food 4 Less | Medford | OR | 06/2018 | 08/2018 |
| Cornerstone Securities | Overland Park | KS | 10/2023 | Present |
1) Mason Carhart Position: Owner/Insurance Agent NATURE: Insurance (Life Health, Long-term Care, Property & Casualty, Disability INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/7/2022 ADDRESS: 33 N Central Ave Suite 317 Medford, OR 97501 DESCRIPTION: Insurance Transactions 2) MEDORD PARKS AND RECREATION FOUNDATION Position: Board Member NATURE: Charity/Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/2022 DESCRIPTION: A board member and helping raise funds for the foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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