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5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2025-05-20 |
| KS | RA | APPROVED | 2025-03-28 |
Branch Locations
5931 Nieman Road Suite 200, Shawnee, KS 66203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bldr Wealth Llc | Shawnee | KS | 02/2025 | Present |
| Taxesplus, Inc. | Shawnee | KS | 08/2015 | Present |
1) TaxesPlus, Inc.; Not investment-related; 5931 Nieman Road, Ste 200, Shawnee, KS. 66203; Tax preparation and advisory firm; Business Manager; Business development, tax preparation, tax planning, and accounting review; Full-time position. 2) Public Accountants Association of Kansas; Not investment-related; Osborne, KS. 67473; Serve practitioners through continuing education and the right to practice under Kansas Law; Board Member; Business operations and voting; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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