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6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
| TX | RA | APPROVED_RES | 2024-07-16 |
| KS | RA | APPROVED | 2024-07-15 |
Branch Locations
Ponte Vedre Beach, FL • United States
6201 College Blvd Suite 650, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Overland Park | KS | 02/2016 | 10/2024 |
| Raymond James Financial Services Advisors Inc. | Overland Park | KS | 02/2016 | 10/2024 |
| Spectrum Wealth Advisors | Overland Park | KS | 02/2016 | 10/2020 |
| Caliber Wealth Management Llc | Overland Park | KS | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-22 |
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