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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-02 |
| MO | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
4500 Main Street, Kansas City, MO 64111 • United States
Leavenworth, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Excel | Topeka | KS | 11/2020 | 12/2022 |
| Ae Financial Services, Llc | Topeka | KS | 11/2021 | 10/2022 |
| Ethos Group | Irving | TX | 02/2014 | 08/2020 |
| Ae Wealth Management | Topeka | KS | 11/2020 | 10/2022 |
| Kestra Investment Services Llc | Topeka | KS | 12/2022 | 08/2025 |
| Kestra Advisory Services Llc | Topeka | KS | 02/2023 | 08/2025 |
| American Century Investment Services, Inc. | Kansas City | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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