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7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-16 |
Branch Locations
7500 College Blvd., Suite 1000, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Wealth Advisors | Overland Park | KS | 06/2026 | Present |
| Office For Financial Success | Columbia | MO | 08/2025 | 05/2026 |
| Keen Wealth Advisors | Overland Park | KS | 05/2025 | 07/2025 |
| Kohl's | Columbia | MO | 06/2024 | 05/2025 |
| Federal Express Corporation | Columbia | MO | 11/2023 | 05/2024 |
| Shakespeare's Pizza | Columbia | MO | 06/2023 | 01/2024 |
| University Of Missouri Trulaske College Of Business | Columbia | MO | 08/2022 | 07/2023 |
| University Of Missouri | Columbia | MO | 08/2022 | 05/2026 |
| Dominos | Columbia | MO | 06/2022 | 09/2022 |
| Casey's | Branson West | MO | 11/2021 | 05/2022 |
| Walmart | Branson West | MO | 07/2021 | 09/2021 |
| Ozark Mountain Pizza | Branson West | MO | 02/2021 | 03/2021 |
| The Weight Room Fitness Studio | Branson West | MO | 11/2020 | 02/2022 |
| Mcdonald's | Branson West | MO | 08/2020 | 04/2021 |
| Reeds Spring High School | Reeds Spring | MO | 02/2019 | 05/2022 |
| Wheaton North High School | Wheaton | IL | 08/2017 | 01/2019 |
| Franklin Middle School | Wheaton | IL | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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