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12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-08 |
| KS | RA | APPROVED | 2026-05-08 |
Branch Locations
Sugar City, ID • United States
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-08 |
| KS | RA | APPROVED | 2026-05-08 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc. | Overland Park | KS | 04/2026 | Present |
| Beehive Federal Credit Union | Rexburg | ID | 09/2025 | 12/2025 |
| Strobel Family Dental | Rexburg | ID | 08/2024 | 12/2024 |
| Brigham Young University - Idaho | Rexburg | ID | 08/2020 | 04/2026 |
| Southeastern Community College | Keokuk | IA | 08/2018 | 05/2020 |
| Keokuk High School | Keokuk | IA | 04/2016 | 05/2018 |
| Allos Investment Advisors, Llc | Overland Park | KS | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
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