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6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-01-31 |
| KS | RA | APPROVED | 2025-01-29 |
Branch Locations
6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Overland Park | KS | 07/2006 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 01/2009 | 02/2025 |
| Financial Solutions, Llc | Overland Park | KS | 07/2010 | Present |
| Keating & Associates | Overland Park | KS | 04/2018 | 02/2024 |
| Keatingkc | Overland Park | KS | 06/2022 | 02/2024 |
| Keating Financial Advisory Services, Inc. | Manhattan | KS | 10/2022 | 02/2024 |
| Caliber Wealth Management, Llc | Overland Park | KS | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-02 |
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