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1100 Main Street Ste. 400, Kansas City, MO 64105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
| KS | RA | APPROVED | 2025-02-05 |
| MO | RA | APPROVED | 2025-02-05 |
Branch Locations
1100 Main Street Ste. 400, Kansas City, MO 64105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hdq Wealth | Kansas City | MO | 05/2024 | 02/2025 |
| Hdq Wealth | Kansas City | MO | 02/2025 | Present |
| Stoak Management Llc | Kansas City | MO | 06/2024 | 12/2024 |
| Shipt | Cedar Rapids | IA | 10/2022 | 01/2023 |
| E-Commerce, Will G. Cards | Cedar Rapids | IA | 12/2020 | 08/2022 |
| Hy-Vee, Inc. | Cedar Rapids | IA | 05/2020 | 11/2020 |
| City Of Cedar Rapids, Parks & Rec | Cedar Rapids | IA | 01/2019 | 04/2020 |
| Cedar Rapids Xavier High School | Cedar Rapids | IA | 08/2018 | 05/2022 |
| Cedar Rapids School System | Cedar Rapids | IA | 08/2014 | 06/2018 |
| Rockhurst University | Kansas City | MO | 08/2022 | Present |
1) HDQ WEALTH LLC; INVESTMENT RELATED; 1100 MAIN STREET, STE 400, KANSAS CITY, MO 64105; LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 07/2024; APPROX. 20 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCTION ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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