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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-20 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
40 N. Merrimon Avenue Suite 301, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Wilmington | DE | 01/2026 | 07/2026 |
| Pnc Bank | Asheville | NC | 02/2025 | 02/2026 |
| Wake Forest University | Winston | NC | 08/2023 | 05/2025 |
| Booker Cerrato Group Llc | Asheville | NC | 08/2021 | 05/2024 |
| Unemployed | Asheville | NC | 05/2020 | 08/2021 |
| Acadia Healthcare | Asheville | NC | 01/2019 | 05/2020 |
| Acadia Healthcare | Asheville | NC | 05/2015 | 01/2019 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 04/2026 | 07/2026 |
| Prime Capital Financial | Overland Park | KS | 07/2026 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 420 E PARK AVE, SUITE 306, GREENVILLE, SC 29601 | START DATE: 02/16/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 45 | APPROX TRADING HRS PER MTH: 35 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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