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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-30 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Retirement | Overland Park | KS | 09/2014 | 01/2020 |
| Massmutual Life Insurance Company | Overland Park | KS | 02/2023 | 06/2025 |
| Mml Investors Services, Llc | Overland Park | KS | 04/2023 | 06/2025 |
| Owlfi Ria Inc. | Lenexa | KS | 01/2020 | 09/2021 |
| Central States Capital Markets | Prairie Village | KS | 09/2021 | 12/2022 |
| Principal Securities, Inc. | Overland Park | KS | 06/2025 | Present |
| Clearwater Wealth Management | Overland Park | KS | 06/2025 | Present |
INSURANCE / Clearwater Wealth Management (DBA) POSITION: Chief Operating Officer NATURE: Financial Strategies/Life Insurance/Annuities Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/24/2025 ADDRESS: 11101 Switzer Rd Suite 100, Overland Park KS 66210, United States DESCRIPTION: Registered private staff providing support to financial professionals engaged in financial planning, securities and insurance sales, and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-10 |
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