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227 North Santa Fe, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agency West Insurance, Llc | Olathe | KS | 10/2008 | Present |
| United Capital Management Of Kansas, Inc. | Salina | KS | 08/2020 | Present |
| Value Agency Services, Llc | Olathe | KS | 12/2016 | 05/2021 |
| K&L Group, Llc | Olathe | KS | 11/2015 | Present |
| K&L Group Service Center, Llc | Olathe | KS | 01/2017 | Present |
Ward Holdings, LLC , Olathe KS, Owner, LLC established to hold the title to commercial real estate investments. 05/2017 to Present, less than 5% of his time is spent on this activity. K&L Group, LLC, Olathe KS, Managing Member, Insurance Producer Group 11/2015 to Present, less than 5% of his time is spent on this activity. K&L Group Service Center, LLC , Olathe KS, Managing Member, Insurance Processing Center, 01/2017 to Present less than 5% of his time is spent on this activity. Value Agency Services, LLC , Olathe KS, Managing Member, payroll and Human Resources service provider, 12/2016 to 05/2021, less than 5% of his time is spent on this activity. Agency West Insurance, Olathe, KS, Managing Member, Insurance Agency, 10/2008 to Present, less than 25% of his time is spent on this activity. Purchased majority ownership of Paradigm Engineers and Constructors, an Architect and Engineering Firm based in Louisville KY, I own 60% of the company, the transaction became effective 05/10/2024. I am the President/Managing Member, the company is not investment related. My duties include Management of resources, budgeting, Marketing and approval of expenditures. I typically will spend 5-10 hours a week executing my duties during normal business hours. I am compensated $50,000 a year in base salary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-16 |
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