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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andover High School | Andover | KS | 01/2015 | 07/2020 |
| Sequent Planning Llc | Wichita | KS | 01/2025 | 05/2025 |
| Tabor College | Hillsboro | KS | 08/2020 | 05/2024 |
| Fine Lines Wichita | Wichita | KS | 05/2021 | 07/2021 |
| Doordash | Wichita | KS | 05/2022 | 08/2022 |
| Bt&Co. Pa | Wichita | KS | 05/2023 | 07/2023 |
| Unemployed | Wichita | KS | 05/2024 | 07/2024 |
| Futurity First Insurance Group | Wichita | KS | 07/2024 | 05/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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