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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
6019 Schuler Street, Houston, TX 77007 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core+ Financial Strategies, Llc | Houston | TX | 05/2013 | 08/2023 |
| Summit Brokerage Services, Inc. | Houston | TX | 09/2016 | 10/2018 |
| Summit Financial Group, Inc. | Houston | TX | 08/2017 | 10/2018 |
| Avantax Advisory Services | Houston | TX | 10/2018 | 08/2023 |
| Avantax Investment Services, Inc. | Houston | TX | 10/2018 | 08/2023 |
| Raymond James Financial Services, Inc. | Houston | TX | 08/2023 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 08/2023 | 12/2025 |
| Plains State Bank | Houston | TX | 09/2023 | 12/2025 |
| Vsr Financial Services, Inc. | Houston | TX | 05/2013 | 11/2016 |
| Core + Financial Strategies | Houston | TX | 10/2023 | 12/2023 |
| The Retirement Planning Group, Llc | Leawood | KS | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-03 |
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