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9101 W. 110Th St. Suite 150, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-07-16 |
| MO | RA | APPROVED | 2020-07-16 |
| TX | RA | APPROVED | 2020-07-16 |
Branch Locations
9101 W. 110Th St. Suite 150, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Overland Park | KS | 05/2018 | 06/2020 |
| Army National Guard | Kansas City | MO | 12/2012 | 12/2018 |
| Bellhops Moving | Chattanooga | TN | 07/2016 | 11/2016 |
| Sound Stewardship, Llc | Overland Park | KS | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-30 |
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