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10985 Cody Street Suite 140, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
| KS | RA | APPROVED | 2024-11-21 |
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
10985 Cody Street Suite 140, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Portfolio Management, Llc | Topeka | KS | 08/2009 | 12/2024 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 02/2010 | Present |
| Collaborative Portfolio Management | Overland Park | KS | 11/2024 | Present |
1-O'Lucky; Topeka, KS; Business Type: Fixed Insurance/Includes Equity Indexed Annuities; Service Description: Fixed annuity sales; Start Date: 05/27/2011; Title: Insurance Rep; Duties: Annuity sales and servicing; Time Spent: 1 hour. 2. Collaborative Portfolio Management LLC, Investment related:Yes, 10985 Cody St, Suite 140, overland park, KS, 66210, , Managing Partner/Portfolio Manager, 09/16/2024, 90%, Portfolio management of client accounts and running the RIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-09 |
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