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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 | 2010-03-22 |
| 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 |
|---|---|---|---|---|
| Triune Financial Partners, Llc | Overland Park | KS | 03/2005 | Present |
| Triune Financial Partners, Llc | Overland Park | KS | 12/2009 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2011 | 12/2018 |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) LEGACY OF FAITH, INC. - BOARD ADVISOR FOR MINISTRY - OVERLAND PARK, KS - 6/2023 - SERVE AS AN ADVISORY BOARD MEMBER PROVIDING STRATEGIC DIRECTION - NON INVESTMENT RELATED - SPENDS APPROXIMATELY 0.5/HR DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
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