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15050 Antioch Road Suite 101, Overland Park, KS 66221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-28 |
| KS | RA | APPROVED | 1994-12-01 |
Branch Locations
15050 Antioch Rd Suite 101, Overland Park, KS 66221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yukon Wealth Management, Inc (Fka Yukon Capital Management, Inc) | Overland Park | KS | 07/1994 | Present |
Managing Member of Blue Valley Foundations LLC, a non-investment related residential construction business located in Overland Part, KS, a business started in 2015. Activities are primarily financial in nature and represent approximately two hours per week generally outside of market trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-27 |
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