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7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-06-21 |
| KS | RA | APPROVED | 2020-04-07 |
| TX | RA | APPROVED | 2020-04-07 |
Branch Locations
7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Wealth Advisors | Overland Park | KS | 01/2020 | Present |
| Keen Wealth Advisors | Overland Park | KS | 12/2019 | 01/2020 |
| Ey | Kansas City | MO | 08/2015 | 11/2019 |
1) CPA - 7/2015 - PRESENT. CPA DESIGNATION WILL BE KEPT ACTIVE BUT INVESTMENT ADVISER REPRESENTATIVE WILL NOT BE OFFERING ANY ACCOUNTING OR TAX SERVICES TO ADVISORY CLIENTS OR PROSPECTS. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
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