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5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-20 |
| KS | RA | APPROVED | 2021-01-19 |
Branch Locations
5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 05/2018 | 01/2021 |
| Kansas State University | Manhattan | KS | 01/2013 | 05/2018 |
| Advisor's Excel | Topeka | KS | 05/2017 | 08/2017 |
| Legacy Financial Strategies, Llc | Leawood | KS | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-10 |
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