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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-04-20 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Leawood, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Systems | Overland Park | KS | 04/2017 | 12/2018 |
| Crowell Business Group, Inc. | Overland Park | KS | 02/2010 | 03/2017 |
| Creative Planning | Overland Park | KS | 12/2018 | Present |
Independent Contractor, Amway sales, Overland Park, KS - Not Investment Related. Start date: August 1992. Approximately 40 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-19 |
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