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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-11 |
| OH | RA | APPROVED | 2025-04-11 |
| KS | RA | APPROVED | 2024-03-21 |
| MO | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
400 Bellemeade St Suite 301, Greensboro, NC 27401 • United States
7333 Paragon Rd Ste 250, Dayton, OH 45459 • United States
10955 Lowell Ave Ste 900, 910, 920, 100, And 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| No Employment | No Employment | MO | 03/2011 | 05/2018 |
| Lutheran High School Of Kansas City | Kansas City | MO | 05/2018 | 08/2018 |
| State Fair Community College | Osage Beach | MO | 08/2018 | 08/2019 |
| Kansas State University | Manhattan | KS | 08/2019 | 01/2020 |
| Kansas State University | Manhattan | KS | 01/2020 | 12/2021 |
| Prosperity Advisors, Llc | Overland Park | KS | 12/2019 | Present |
| Cetera Advisors | Saint Cloud | MN | 12/2019 | 04/2021 |
| Cetera Advisors Llc | Saint Cloud | MN | 04/2021 | Present |
| Comprehensive Retirement Solutions (Crs) | Carmel | IN | 03/2022 | 01/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Scott Private Wealth | Overland Park | KS | 01/2026 | Present |
1) PROSPERITY ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED, 12/2019, FINANCIAL ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: PROSPERITY TAX CENTER, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS TO CPA; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 4/2022; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4) NAME OF OTHER BUSINESS: SCOTT PRIVATE WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BU/2026SINESS: FINANCIAL SERVICES, START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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