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2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2026-05-28 |
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Planning & Wealth Management, Llc | Salina | KS | 05/2025 | 11/2025 |
| Advantage Trust Company | Salina | KS | 11/2017 | 05/2025 |
| Bank Vi | Salina | KS | 03/2017 | 11/2017 |
| Central National Bank | Salina | KS | 07/2015 | 03/2017 |
| Village Wealth Advisors | Westlake Village | CA | 01/2026 | Present |
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