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777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| KS | RA | APPROVED | 2025-11-03 |
Branch Locations
777 East Austin, Nacogdoches, TX 75965 • United States
1901 W 47Th Place #103, Westwood, KS 66205 • United States
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2015 | 08/2019 |
| Buttonwood Financial Group | Kansas City | MO | 07/2015 | 11/2025 |
| Uptick Partners, Llc | Nacogdoches | TX | 11/2025 | Present |
1) BNI (Business Network International) - Urban Core KC Chapter; not investment related, 3430 Toringdon Way, Suite 300 Charlotte, NC 28277; Vice President of Business Networking Organization; Start date 10/1/2024; approx. 10 hrs/mo outside of trading hours; duties include assisting in various membership committee functions. 2) BUTTONWOOD FINANCIAL GROUP; INVESTMENT RELATED; KANSAS CITY, MISSOURI; PASSIVE MINORITY OWNER (5%), IN PROCESS OF DIVESTING AND WILL AMEND ONCE FULLY DEPOSED; START DATE - 7/2015; 0 HOURS/MTH DURING SECURITIES TRADING HOURS; DUTIES - NONE 3) MKM WEALTH MANAGEMENT LLC; INVESTMENT RELATED; KANSAS CITY, MISSOURI; PARTIAL DIRECT OWNER; PASS THROUGH ENTITY FOR INCOME; 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-20 |
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