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7450 West 130Th Street Suite 410, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-02-15 |
Branch Locations
7450 West 130Th Street Suite 410, Overland Park, KS 66213 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 07/2004 | Present |
| Personal Financial Group | Overland Park | KS | 06/2015 | 12/2018 |
| Centerpoint Advisory Group, Llc | Overland Park | KS | 02/2023 | Present |
| Centerpoint Advisory Services | Overland Park | KS | 07/2004 | Present |
1. Volunteer Board Member for the Lee's Summit Girls Softball Association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-29 |
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