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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED_RES | 2025-02-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Salvation Army | Grandview | MO | 05/2010 | 09/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Raymore | MO | 11/2013 | 09/2021 |
| Waddell & Reed, Inc | Shawnee Mission | MO | 11/2013 | 09/2021 |
| Minsky'S Pizza | Raymore | MO | 11/2017 | 09/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2021 | 02/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Olathe | KS | 02/2025 | Present |
| Mainstreet Credit Union | Olathe | KS | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
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