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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-08 |
Branch Locations
700 W 47Th Street Suite 1100, Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 08/2005 | 10/2019 |
| Princor Financial Services Corp | Des Moines | IA | 09/2005 | 10/2019 |
| Moneta Group Investment Advisors, Llc | St Louis | MO | 10/2019 | 07/2022 |
| Equitable Distributors, Llc | Charlotte | NC | 08/2022 | 04/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2024 | 11/2025 |
| Triad Advisors | Atlanta | GA | 07/2024 | 08/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | 11/2025 |
| Cbiz | Kansas City | MO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
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