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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2022-01-26 |
| KS | RA | APPROVED | 2012-02-22 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
11101 Switzer Rd, Suite 130, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prestwood Financial Group | Leawood | KS | 10/2011 | 05/2022 |
| Voya Financial Advisors | Leawood | KS | 09/2014 | Present |
INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2008 Address: DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-09 |
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