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6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| KS | RA | APPROVED | 2024-07-15 |
Branch Locations
6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 04/2005 | 02/2020 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Caliber Wealth Management Llc | Overland Park | KS | 11/2020 | Present |
(1) Name of Business: New Life Christian Academy Address: 17935 Moonlight Rd, Gardner, KS, 66030, United States Activity Type: Non profit Position/Title: Chair of the Board, Founder, Officer - President Investment Related: Yes Start Date: 11/23/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chairman - NLCA Board of Directors. (2) Name of Business: Runnin' W Ranch LLC Address: 28836 W 150th St, Gardner, KS, 66030, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing partner / owner of personal investment of land / equipment near Mound City KS. (3) Name of Business: Sunflower Real Estate, LLC Location: Olathe, KS, United States Activity Type: Real estate business. Position/Title: LLC Member/Manager, Investment Related: Yes Start Date: 2026. Hours per month devoted to this business: less that 5 hours per month devoted to this business outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
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