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5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| IL | RA | APPROVED | 2025-12-12 |
| NY | RA | APPROVED | 2025-10-21 |
| CO | RA | APPROVED | 2025-10-20 |
| CT | RA | APPROVED | 2025-10-20 |
| DE | RA | APPROVED | 2025-10-20 |
| KS | RA | APPROVED | 2025-10-20 |
| NE | RA | APPROVED | 2025-10-20 |
| OK | RA | APPROVED | 2025-10-20 |
| PA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-20 |
| CA | RA | APPROVED | 2025-10-17 |
| OH | RA | APPROVED | 2025-10-17 |
Branch Locations
5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • 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 |
|---|---|---|---|---|
| Montage Securities, Llc | Leawood | KS | 01/2012 | 06/2017 |
| Montage Investments | Leawood | KS | 03/2012 | 11/2016 |
| Tortoise Capital Advisors, L.L.C. | Overland Park | KS | 11/2016 | Present |
| Tortoise Securities | Leawood | KS | 07/2017 | 12/2023 |
| Pine Distributors Llc | Denver | CO | 04/2025 | Present |
TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; VP, STRATEGIC CLIENT GROUP; 40 HRS A WEEK ALL DURING SECURITIES HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-20 |
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