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300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-05 |
| MO | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black & Veatch | Creve Coeur | MO | 05/2024 | 08/2024 |
| Greenfield Growth Partners | Olathe | KS | 06/2023 | 08/2023 |
| Jewish Community Center | Overland Park | KS | 05/2016 | 08/2021 |
| Student | Kansas City | KS | 08/2021 | 06/2023 |
| Student | Kansas City | KS | 08/2023 | 05/2024 |
| Student | Kansas City | KS | 08/2024 | 08/2025 |
| Pandi, Llc | Kansas City | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
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