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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
| KS | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K.L. Johnson Advisors | Topeka | KS | 09/2022 | 12/2022 |
| Advisors Excel | Topeka | KS | 05/2022 | 08/2022 |
| Kansas State University | Manhattan | KS | 01/2021 | 12/2022 |
| United States Air Force | Topeka | KS | 02/2018 | Present |
| Cwc Electric | Berryton | KS | 01/2018 | 01/2020 |
| College Of The Ozarks | Point Lookout | MO | 07/2017 | 05/2018 |
| Nylife Securities Llc | Overland Park | KS | 03/2023 | Present |
| New York Life Insurance Co. | Overland Park | KS | 01/2023 | Present |
| Cair Paravel Latin School | Topeka | KS | 08/2012 | 05/2017 |
| B&B Investing | Berryton | KS | 04/2020 | Present |
| Payne Financial Strategies, Inc. | Osage City | KS | 11/2023 | Present |
| Eagle Strategies Llc | Osage City | KS | 08/2025 | Present |
[USAF; SSgt enlisted; since Feb 2018; reservist; Air National Guard and attend scheduled drills on the first weekend of every month; 16 hours a month, 0 during non-trading hours; not investment related; my duties include maintenance and repair of generators and hydraulic units; 6510 SE Forbes Ave, Topeka, KS 66619] [OPERATING UNDER THE DBA NAME OF PAYNE FINANCIAL STRATEGIES, INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (OSAGE CITY, KS); START DATE: 11/2023][B&B Investing LLC; Purchase and hold real property including investment lots and rental property.; 6025 SE Paulen RD, Berryton, KS; Start Date 04/2020; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Operating manager, keep books, file taxes][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 623 Topeka Ave Lyndon, KS 66451; Start Date 03/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-31 |
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