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9120 W. 135Th Street Suite 202, Overland Park, KS 66221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-17 |
| MO | RA | APPROVED | 2011-06-10 |
| KS | RA | APPROVED | 2007-10-18 |
Branch Locations
9120 W. 135Th Street Suite 202, Overland Park, KS 66221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Overland Park | KS | 04/1999 | 09/2020 |
| Tax Advantage Advisors Inc. | Overland Park | KS | 01/2001 | Present |
| M. S. Howells | Scottsdale | AZ | 09/2020 | 06/2024 |
1. 01/1991; TAX ADVANTAGE ADVISORS INC, OVERLAND PARK, KS; NON INVESTMENT RELATED; LICENSED INSURANCE AGENT L & H; LIFE AND HEALTH INSURANCE SALES AND SERVICE; DEVOTE 2 HRS/MONTH, 1 HR DURING MARKET HOURS 2. 08/2006; TAX ADVANTAGE ADVISORS INC; OVERLAND PARK, KS; RIA; INVESTMENT RELATED; PRESIDENT/CHIEF COMPLIANCE OFFICER; FINANCIAL TAX ESTATE PLANNING, ASSET MANAGEMENT, BUDGETING; DEVOTE 80 HRS/MONTH, 50 HRS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-10 |
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