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Leawood, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-01-02 |
| TX | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 03/1995 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 08/2007 | 09/2016 |
| Planners For Financial Success | Kansas City | MO | 03/1995 | Present |
| Summit Brokerage Services, Inc. | Kansas City | MO | 09/2016 | 12/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 12/2017 |
| Private Client Services | Louisville | KY | 01/2018 | Present |
| Greenleaf Financial Network, Llc | Kansas City | MO | 01/2018 | Present |
1. Planners for Financial Success, 8012 NW 76th Terrace, Kansas City, MO 64152. Owner, Tax prep and accounting work. Prepare tax returns, financial statements for clients. 120 hrs/mo during tax season. 4-5 hrs/mo during trading hrs for tax season. 2. Bear the Care, Inc. 6117 W 64th Terrace, Mission, KS 66202. Board member of non-profit for veteran job assistance. Non-investment related. 3. Animaux du Vin, Inc. 3126 NE 64th, Portland, OR 97216. Corporate secretary, wine importing company. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-24 |
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