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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | La Jolla | CA | 11/2022 | 09/2025 |
| Mml Investors Services, Llc | La Jolla | CA | 10/2024 | 09/2025 |
| Helix Charter High School | La Mesa | CA | 10/2023 | Present |
| Grossmont High School | El Cajon | CA | 10/2022 | 06/2023 |
| Tower 23 Hotel | San Diego | CA | 07/2021 | 04/2026 |
| Laz Parking | San Diego | CA | 08/2015 | 01/2020 |
| University Of California, San Diego | La Jolla | CA | 09/2018 | 07/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 09/2025 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 05/2026 | Present |
Helix Charter High School; Not investment-related; 4200 Lowell Street, La Mesa, CA 91941; High School Baseball Pitching Coach; Start 9/2023; 40 hours / month; 0 hours / month during securities trading hours; Duties include coaching high school baseball, mentoring students, teaching baseball and life skills, and monitoring strength and conditioning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
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