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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
467 First St. Suite 201, Los Altos, CA 94022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-15 |
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