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Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-09-13 |
Branch Locations
Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vectra Private Bank Affiliated With Zions | Denver | CO | 03/2016 | 03/2018 |
| Lpl Financial Llc | Denver | CO | 10/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 03/2018 | 10/2021 |
| Morgan Stanley | Leawood | KS | 07/2022 | 07/2023 |
| Bank Of America | Greenwood Village | CO | 03/2018 | 07/2022 |
| Triune Financial Partners, Llc | Overland Park | KS | 09/2024 | Present |
| Unemployed | Overland Park | KS | 08/2023 | 09/2024 |
1 - *510118 - Rental Property; Investment related - Yes; Tempe, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2010; During business hours: 0; After business hours: 1; 2 - *510139 - Rental Property; Investment related - Yes; Chandler, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2013; During business hours: 0; After business hours: 1; 3 - *510142 - Rental Property; Investment related - Yes; Broken Arrow, Oklahoma; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2013; During business hours: 0; After business hours: 1; 4 - *510145 - Rental Property; Investment related - Yes; Littleton, Colorado; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 1; 5 - *510601 - Rental Property; Investment related - Yes; Castle Rock, Colorado; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1 6 - Periodic sale of collectible items (non-financial, non-investment related) through private sales. The activity is limited to items I personally own, is not conducted on behalf of customers, involves no advisory services, and generates only occasional profits. Investment related - No. Overland Park, Kansas. Business Structure: None/Sole Proprietor. Start date: 2023. During business hours: 0, After business hours: 1 7 - Independent insurance agent for various independent insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
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