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6580 W. 95Th St Suite 100, Overland Park, KS 66212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-16 |
| NC | RA | APPROVED | 2026-05-28 |
| MO | RA | APPROVED | 2026-05-27 |
| KS | RA | APPROVED | 2026-04-01 |
Branch Locations
6580 W. 95Th St Suite 100, Overland Park, KS 66212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson & Johnson Services, Inc. | New Brunswick | NJ | 06/2017 | 07/2018 |
| Professional Disposables International, Inc. Dba Pdi Healthcare | Orangeburg | NY | 01/2016 | 05/2017 |
| United Planners' Financial Services Of America A Limited Partner | Las Vegas | NV | 09/2018 | 02/2021 |
| Cruice Investment Advisors, Ltd. | Westport | CT | 08/2018 | 01/2020 |
| Ethicon, Inc. | Cincinnati | OH | 06/2017 | 04/2019 |
| Cfo Capital Management, Llc | Fairfield | CT | 04/2019 | 03/2026 |
| Glass Lakes Capital Management Llc | Overland Park | KS | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
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