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7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-04-16 |
| KS | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Anchorage | AK | 08/2012 | 04/2021 |
| Charles Schwab Bank | Anchorage | AK | 08/2012 | 04/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2021 | 08/2022 |
| Arbor Capital Management Inc. | Anchorage | AK | 09/2022 | 04/2026 |
| Greenup Street Wealth Management | Overland Park | KS | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
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