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Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-27 |
| KS | RA | APPROVED | 2010-01-08 |
Branch Locations
Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2011 | 12/2018 |
| Triune Financial Partners, Llc | Overland Park | KS | 12/2009 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. CUSTOMARY COMPENSATION IN ADDITION TO ANY INVESTMENT ADVISORY FEES CHARGED BY TRIUNE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-03 |
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