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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-04 |
| MS | RA | APPROVED | 2025-01-07 |
| NC | RA | APPROVED | 2022-04-18 |
Branch Locations
56 Hunter Street Suite 230, Apex, NC 27502 • United States
6840 W 105Th Street, Overland Park, KS 66212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Ridgeland | MS | 08/2021 | 04/2022 |
| Unemployed | Hopkins | MN | 07/2020 | 08/2021 |
| Topline Federal Credit Union | Bloomington | MN | 04/2019 | 07/2020 |
| Wells Fargo | Minneapolis | MN | 06/2016 | 04/2019 |
| Nylife Securities Llc | Ridgefield | MS | 10/2021 | 04/2022 |
| Business-Owner Strategies Group, Llc | Apex | NC | 04/2022 | Present |
| At&T | Biloxi | MS | 01/2023 | 07/2023 |
(1) NAME: n/a; INV REL: Yes; ADDRESS: 6840 W 105th Street Suite B, Overland Park, KS 66212; NATURE: Sale of life, disability, long-term care, and related insurance products; POSITION: Sole Prop; START DATE: 04/2022; HR/MO DURING TRADING: 10; HR/MO OUTSIDE OF TRADING: 5; DUTIES: Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-21 |
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