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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-10-05 |
| MO | RA | APPROVED | 2022-10-05 |
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
Kansas City, MO • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Wealth Advisors Llc | Overland Park | KS | 12/2009 | 09/2022 |
| Phoenix Rising Enterprises, Llc | Kansas City | MO | 05/2012 | Present |
| Everest Enterprises, Llc | Kansas City | MO | 03/2013 | Present |
| Tabono Industries, Llc | Kansas City | MO | 05/2018 | Present |
| Creative Planning, Llc | Overland Park | KS | 10/2022 | Present |
1) PHOENIX RISING ENTERPRISES, LLC 410 W. 56TH STREET KANSAS CITY, MO 64113 HOLDING COMPANY FOR REAL ESTATE NON-INVESTMENT RELATED PARTNER/FINANCIAL OFFICER MAY 2012 TO PRESENT DEVOTE 1 HOUR PER MONTH TO THE BUSINESS, 0 TIME DURING SECURITIES TRADING HOURS DUTIES INCLUDE PREPARING ANY NECESSARY LOAN PAPERWORK AND KEEPING TRACK OF THE ACCOUNTS. 2) EVEREST ENTERPRISES, LLC 410 W. 56TH STREET KANSAS CITY, MO 64113 HOLDING COMPANY FOR REAL ESTATE NON-INVESTMENT RELATED MANAGING MEMBER MARCH 2013 TO PRESENT DEVOTES 3 HOURS PER MONTH TO THE BUSINESS, 0 TIME DURING SECURITIES TRADING HOURS DUTIES INCLUDE ORGANIZING THE LLC, MONTHLY ACCOUNTING AND BOOKKEEPING. 3) TABONO INDUSTRIES, LLC 410 W. 56th STREET, KANSAS CITY, MO 64113. HOLDING COMPANY FOR REAL ESTATE. NON-INVESTMENT RELATED. MANAGING MEMBER MAY 2018 THROUGH PRESENT. DEVOTE 5 HOURS A MONTH TO THE BUSINESS INCLUDING PROPERTY MANAGEMENT, BOOK KEEPING AND ACCOUNTING. ZERO TIME DURING TRADING HOURS IS DEVOTED TO THE BUSINESS. 4) ELEVATE METRO KC, PO BOX 4477, OVERLAND PARK, KS, 66204 NON INVESTMENT RELATED, NON PROFIT ORGANIZATION DEDICATED TO HELPING UNDERSERVED YOUTH SUCCEED AND DEVELOP LIFE SKILLS, BOARD MEMBER, OCTOBER 2020, DUTIES INCLUDE OVERSEEING EXECUTIVE DIRECTOR AND OPERATION OF ELEVATE METRO KC. DEVOTES 2 HOURS PER MONTH DURING TRADING HOURS. 5) El Salvador Ministry Board, St. Elizabeth Catholic Church; Kansas City, MO; non investment related; Board oversees fundraising and awarding of scholarships to El Salvadoran grade school, high school and college students. Devote appx. 6 hours a month to organization. No work is done during trading hours. 6) Rental Property; Kansas City, MO; is investment related; Co-Owner of rental condo; start date 8/1/23; 1 hour per month/0 hours per month during trading.
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