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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-27 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilti North America | Broken Arrow | OK | 06/2024 | 08/2024 |
| Creative Planning, Llc | Overland Park | KS | 01/2025 | Present |
| University Of Kansas | Lawrence | KS | 08/2022 | 12/2024 |
| Joe's Kansas City Barbeque | Olathe | KS | 06/2023 | 04/2024 |
| Midwest Sign Company | Kansas City | KS | 06/2023 | 08/2023 |
| Johnson County Community College | Overland Park | KS | 08/2021 | 05/2022 |
| Fajita Pete's | Overland Park | KS | 01/2022 | 08/2022 |
| Olathe South High School | Olathe | KS | 08/2017 | 05/2021 |
| Price Chopper | Overland Park | KS | 06/2020 | 07/2021 |
| Sporting Kansas City | Kansas City | KS | 03/2019 | 03/2020 |
| Chisolm Trail Middle School | Olathe | KS | 08/2014 | 05/2017 |
| Kansas State University | Manhattan | KS | 08/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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