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515 S Main St, Suite 103, Wichita, KS 67202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-27 |
| KS | RA | APPROVED | 2019-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aeroflex Wichita | Wichita | KS | 06/2002 | 04/2018 |
| Viavi Solutions | Wichita | KS | 04/2018 | 04/2019 |
| Leading Edge Financial Planning, Llc | Wichita | KS | 05/2019 | Present |
| Leading Edge Growth, Llc | Wichita | KS | 05/2019 | Present |
| Leading Edge Financial Coaching (Wichita Financial Coaching) | Wichita | KS | 11/2018 | Present |
Co-Owner of Eighth Wonder, LLC, a commercial real estate holding located in Wichita, KS. Activity began in 2024 and represents less than 5 hours per month generally outside of business hours. Duties are administrative in nature.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-15 |
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