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8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-14 |
| IA | RA | APPROVED | 2019-01-03 |
| NE | RA | APPROVED | 2016-02-25 |
| TX | RA | APPROVED | 2016-02-23 |
Branch Locations
8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
3803 N. 153Rd St., Suite 202, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Financial Partners Llc | Omaha | NE | 02/2016 | Present |
1) Independent insurance agent for various insurance companies. Activity represents less than 5 hours per month during regular business hours. 2) Minority owner of BTMD Holdings LLC, a non-investment related real estate business located in Gravois Mills, MO. Activity began in 2019 and represents less than one hour per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-27 |
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