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Leawood, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Yucca Group, Llc | Hutchinson | KS | 07/2010 | Present |
| National Planning Corporation | Hutchinson | KS | 08/2016 | 10/2017 |
| Securities America, Inc. | Hutchinson | KS | 10/2017 | 06/2024 |
| Securities America Advisors | Hutchinson | KS | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Hutchinson | KS | 06/2024 | 10/2024 |
| Osaic Wealth, Inc. | Hutchinson | KS | 06/2024 | 10/2024 |
| Greenleaf Financal Network, Llc | Leawood | KS | 10/2024 | Present |
| Private Client Services | Hutchinson | KS | 10/2024 | 12/2025 |
1) Greenleaf Financial Network. 2045 West 141st Terrace, Leawood, Ks 66224. RIA. 170 hrs/mo; 150 during trading hrs. 2) Birthright of Hutchinson. 214 E 3rd Ave, Hutchinson, KS 67501. Birthright is a not-for-profit organization established to offer help, support and advice to women who have an unplanned pregnancy. Assistant Director: help the Director with bookkeeping, planning and management of the office. Volunteer, meet with women in need. 10 hrs/mo; 5 during trading hrs. Not investment related. 3) Trinity Catholic Jr/Sr. High School PTA/Booster Club. 1400 East 17th Ave, Hutchinson, KS 67501. TC PTA Booster Club is an organization for parents, faculty, and friends of the school to provide financial & volunteer support. Treasurer: I keep track of income and expenses related to operating the booster club. 6 hrs/mo; 0 during trading hrs. Not investment related. 4) Anna Kiser. 7809 Saint Andrews Dr, Hutchinson, KS 67502. Group employee benefits and individual term life insurance sells. I work with small businesses on enrollment, claims and service for the group benefits offered to their employees. I also sell term life. 10 hrs/mo; 5 during trading hrs. Not investment related. 5) The Yucca Group, LLC. 2911 N Plum Street, Hutchinson, KS 67502. The entity that I am employed by, which provides investment advice and financial planning for clients. Financial Planner: I prepare financial palns for clients and assist them with services of their investment accounts. 150 hrs/mo; 130 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-23 |
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