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9393 West 110Th Street 51 Corporate Woods, Suite 500, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-15 |
| KS | RA | APPROVED | 2024-06-26 |
Branch Locations
9393 West 110Th Street 51 Corporate Woods, Suite 500, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcinnes Group, Inc. Healthcare & Benefit Solutions | Mission | KS | 07/2004 | 04/2023 |
| Lpl Financial, Llc | Overland Park | KS | 12/2009 | 05/2024 |
| Nvision Wealth Group, Llc (Formerly: Shadowstone Partners) | Overland Park | KS | 07/2014 | 04/2018 |
| Iht Wealth Management, Llc | Overland Park | KS | 10/2017 | 05/2024 |
| State Line Wealth Management | Olathe | KS | 02/2024 | Present |
| State Line Capital Llc | Olathe | KS | 11/2023 | Present |
1) State Line Capital LLC - Investment related - Olathe, KS, - Commodity Pool Operator - Managing Member - 11/2023 - 80 - 80 - General Partner of commodity pool. 2) 12/18/2013: BRIM DOG LLC - INVESTMENT RELATED - KANSAS CITY, MISSOURI - REAL ESTATE RENTAL - TIME SPENT 1% - MY WIFE AND I OWN 1 RENTAL HOUSE. THE RENTERS ARE NOT CUSTOMERS OR ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-13 |
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