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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-01 |
| KS | RA | APPROVED | 2014-04-22 |
Branch Locations
11101 Switzer Rd, Suite 130, Overland Park, KS 66210 • United States
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Leawood | KS | 09/2014 | Present |
| Simmons Wealth Management | Leawood | KS | 01/2015 | Present |
NAME OF ENTITY:Simmons Wealth Management; Yes; 10740 NALL AVE STE 120; OVERLANDPARK; KS; 66211; Financial Services/DBA; IAR; 1/9/2015; 160; 160; Sale of fixed insurance, securities, and investment products.| NAME OF ENTITY:UES Investors DBA Unforked; No; 7337 W 119TH ST; OVERLAND PARK; KS; 66213; Restaurant; Shareholder; 5/1/2011; 0; 0; Involvement is a shareholder only| CITY OF LAKE QUIVIRA POSITION: Council Member NATURE: A Volunteer city council member for my city/neighborhood concluding December 2025. Assist other volunteer councilmembers and the city Mayor in budgeting, ordinances, event planning, security for the neighborhood. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 10 Crescent Blvd., Lake Quivira KS 66217, United States DESCRIPTION: See above. No specific duties other than group projects as outlined in the previous section. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/19/2013 Address: DESCRIPTION: sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
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