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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-09 |
Branch Locations
3320 Clinton Parkway Court, Suite 120, Lawrence, KS 66047 • United States
8001 College Blvd, Suite 200, Overland Park, KS 66210 • United States
5825 Sw 29Th Street, Topeka, KS 66614 • United States
3025 Cortland Cir, Suite 201, Salina, KS 67401 • United States
3675 74Th St, Suite 3, Meriden, KS 66512 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Advisory Partners Llc | Lawrence | KS | 06/2025 | 01/2026 |
| Keybank National Association | Overland Park | KS | 05/2011 | 03/2020 |
| Commerce Bank | Lawrence | KS | 04/2020 | 04/2023 |
| Unemployed | Lawrence | KS | 05/2023 | 05/2025 |
| Merit Financial Advisors | Alpharetta | GA | 01/2026 | Present |
AT Farm LLC; Investment-related; 920 Colonial Dr, Lawrence, KS 66049; Real Estate; Owner; 06/23/2023; 2 hours monthly; 0 hours during securities trading hours; Single Member LLC for the purpose of holding real estate. Currently owns no assets. Previously had 38 acre farm. Sunset Pointe 28 LLC; Investment-related; 174 Pioneer Peak, Kimberling City, MO 65686; Short Term Rental; Owner; 06/20/2023; 2 hours monthly; 0 hours during securities trading hours; Single Member LLC, Single Entity LLC, I utilize a property manager to manage the property. Junior Achievement of Kansas; Not investment-related; PO Box 3728 Topeka, KS 66604; Junior Achievement of Kansas (JA) is a nonprofit empowering local youth in financial literacy, work readiness, and entrepreneurship; General Board Member; 2026-09-01; 2 hours monthly; 2 hours during securities trading hours; Volunteer to enhance financial literacy in my community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
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