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Alexandria, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| KS | RA | APPROVED | 2025-09-17 |
| VA | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tennext Llc | Richmond | VA | 06/2025 | Present |
| Samuel U. Rodgers Health Center | Kansas City | MO | 12/2020 | Present |
| Kansas City University | Kansas City | MO | 08/2018 | 11/2020 |
| Cygne Advisors | Olathe | KS | 02/2016 | 03/2018 |
| University Of Kansas | Lawrence | KS | 08/2013 | 01/2017 |
| Unemployed | Olathe | KS | 03/2018 | 08/2018 |
Name of the other business: Samuel U. Rodgers Health Center Investment-Related: No Address: 825 Euclid, Kansas City, MO 64124 Nature of Business: Non-profit community health center Position, Title, or Relationship: Director of Analytics Start Date: 12/2020 Approximate hours/month devoted to other business: 160 Hours during securities trading hours: 100 Briefly describe your duties: Data analysis and risk reporting for the health center. A significant portion of salaried professional work (emails, report writing, analysis) is self-directed and happens outside of core 9-5 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
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