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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-08 |
Branch Locations
417 5Th Street, West Des Moines, IA 50265 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 05/2019 | 11/2021 |
| Quantum Asset Management | West Des Moines | IA | 12/2018 | 05/2019 |
| Great Western Bank | Lincoln | NE | 01/2018 | 11/2018 |
| The Parthenon | Lincoln | NE | 09/2017 | 12/2017 |
| Ka-Boomers | Wahoo | NE | 05/2016 | 08/2017 |
| University Of Nebraska - Full Time Student | Lincoln | NE | 09/2014 | 12/2018 |
| Creativeone Securities, Llc | Overland Park | KS | 04/2024 | Present |
| Vestwell | New York | NY | 01/2022 | 02/2024 |
| Quantum Asset Management | West Des Moines | IA | 02/2024 | 04/2024 |
| Quantum Asset Management | West Des Moines | IA | 04/2024 | Present |
1.) Quantum Asset Management; investment related; 417 5th St West Des Moines, IA 50265; Financial Planning; Internal Sales Associate; 02/2024; 40 hrs/mo; 40 hrs/mo; preparation for client meetings/ongoing administration
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
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