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9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
9777 Ridge Drive, Lenexa, KS 66219 • United States
8632 S Sepulveda Boulevard, Los Angeles, CA 90045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Los Angeles | CA | 09/2007 | 06/2023 |
| Unify Financial Credit Union | Los Angeles | CA | 08/2016 | 08/2026 |
| Ifp Securities, Llc | Tampa | FL | 06/2023 | 08/2026 |
| Independent Financial Partners | Tampa | FL | 06/2023 | 08/2026 |
| Copper Financial Network, Llc | Lenexa | KS | 08/2026 | Present |
Holy Resurrection Coptic Orthodox Church - not investment related - 4955 W. 119th Street Hawthorne CA 90250 - Church - Board Member - start date Jan. 1, 2014 - 3 hours/month - General services to our congregation - take deposits occasionally to the bank under dual control.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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