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Lees Summit, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-03 |
| CA | RA | APPROVED | 2024-10-28 |
| MO | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Java Wealth Planning | Lees Summit | MO | 10/2024 | Present |
| Lakeland Community Church | Lee's Summit | MO | 09/1997 | Present |
| New Star Martial Arts Llc | Lee's Summit | MO | 01/2011 | Present |
| Vallenwood Financial Services Llc | Lees Summit | MO | 05/2025 | Present |
New Star Martial Arts LLC; Not investment-related; 25110 E 97th St, Lee's Summit, MO 64086; Martial arts instruction business; Member; Instructor; Start date: 01/2011; Approximately 15 hours per month; 0 hours per month during trading hours; Teaching classes and maintains financial books. Lakeland Community Church; Not investment-related; 913 NE Colbern Road, Lee's Summit, MO 64086; Religious facility; Executive Director of Finance; Start date: 09/1997 Approximately 30 hours per month; 30 hours per month during trading hours; Plans worship services, leads musical worship, manages budgets & capital fund drives, and onboards/off-boards staff. Vallenwood Financial Service LLC; Not investment-related; Private residence in Lees Summit, MO; Financial services; Sole Member; Start date: 05/2025; Approximately 5 hours per month; 0 hours per month during trading hours; Provides financial services such as planning and consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
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