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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-21 |
| TX | RA | APPROVED | 2021-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angels At Home Care | Topeka | KS | 12/2012 | 01/2019 |
| Waddell & Reed Inc | Manhattan | KS | 03/2013 | 04/2021 |
| Kansas State University | Manhattan | KS | 09/2019 | 03/2020 |
| Rossville Christian Church | Rossville | KS | 01/2020 | 07/2020 |
| Raymond James Financial Services, Inc | Manhattan | KS | 04/2021 | Present |
| Raymond James Financial Services Advisors | Manhattan | KS | 04/2021 | Present |
(1)Name of Business: Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/05/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Term insurance through outside general agent (2)Name of Business: Beyond Wealth Advisors Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: None (3)Name of Business: Circleville Christian Church Address: 7701 254th St, Circleville , KS, 66416, United States Activity Type: Religious Position/Title: Pastor Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Preaching/teaching on Sundays roughly 12 weeks of the year and providing Biblical guidance to church leaders as requested. (4)Name of Business: Diaggello LLC Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (5)Name of Business: Educational Opportunities Address: 2904 Arbor Dr., Manhattan, KS, 66503, United States Activity Type: Religious Position/Title: Director Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Introducing the historic and educational travel of EO to clergy, encouraging and facilitating them to lead tour groups to Biblical locations, or other faith-oriented travel. (6)Name of Business: Habitat for Humanity of the Northern Flint Hills Address: 514 Pillsbury Dr., Manhattan, KS, 66502, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/08/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Monthly meetings to provide policy governance, and track and report organizational finances. (7)Name of Business: Manhattan Christian College Address: 1415 Anderson Ave, Manhattan , KS, 66502, United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 10/02/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (8)Name of Business: University Christian Church Address: 2800 Claflin , Manhattan, KS, 66502, United States Activity Type: Religious Position/Title: Pastor Investment Related: No Start Date: 03/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Preaching/teaching on Sundays roughly 24 weeks of the year and providing Biblical guidance to church leaders as requested.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
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