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4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-12 |
| FL | RA | APPROVED | 2025-05-15 |
| CA | RA | APPROVED | 2025-04-22 |
| NE | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED | 2025-04-22 |
| KS | RA | APPROVED | 2025-04-16 |
| MO | RA | APPROVED | 2025-04-16 |
Branch Locations
4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Michael The Archangel | Leawood | KS | 08/2008 | 05/2017 |
| St. Thomas Aquinas High School | Overland Park | KS | 08/2017 | 05/2021 |
| University Of Kansas | Lawrence | KS | 08/2021 | 12/2024 |
| Creative Planning, Llc | Overland Park | KS | 01/2025 | 03/2025 |
| St. Andrews Golf Course | Overland Park | KS | 01/2018 | 12/2024 |
| Cosentino's Market | Overland Park | KS | 09/2020 | 03/2021 |
| Marsec Training Inc. | Leawood | KS | 08/2022 | Present |
| Umb Bank | Kansas City | MO | 05/2024 | 08/2024 |
| Etf Portfolio Partners | Leawood | KS | 04/2025 | Present |
Marsec Training Inc.; Not investment-related; 4831 W 136th St, Leawood, KS, 66224; Provides online Maritime Security certifications; Technical Assistant; Start August 2022; 10 hours/month; 0 hours/month during securities trading hours; Data Entry
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
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