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9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED_RES | 2021-01-08 |
Branch Locations
1811 Walnut Street, Kansas City, MO 64108 • United States
9777 Ridge Drive, Lenexa, KS 66219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Financial Network Llc | Lenexa | KS | 05/2014 | Present |
Treehouse Capital, LLC; not investment related; 12622 NE 117th Street, Kearney, MO 64060; Real Estate Investment; Member; 9/8/2025; 10hrs; 2hrs; Treehouse Capital. LLC; Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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