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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| MN | RA | APPROVED | 2021-12-19 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Edina | MN | 09/2013 | 08/2017 |
| Independent Financial Partners | Edina | MN | 01/2014 | 08/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2017 | 08/2017 |
| Gallagher Benefit Services | Rolling Meadows | IL | 08/2017 | 07/2021 |
| Kestra Financial, Inc. | Austin | TX | 08/2017 | 07/2021 |
| Lockton Companies Llc | Minneapolis | MN | 07/2021 | 12/2021 |
| Lockton Investment Securities, Llc | Minneapolis | MN | 07/2021 | 12/2021 |
| Lockton Investment Advisors, Llc | Minneapolis | MN | 07/2021 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Brgankdv Wealth Management, Llc | Bloomington | MN | 07/2023 | Present |
Name: Team Gilboa Ski Club of Minnesota, Inc. Investment Related: No Address: P.O. Box 390483 Edina MN 55439 Nature of Business: Other Other/None of the Above Assistant coach to U10 age group Position, Title or Relationship: U10 Assistant Coach Start Date: 10/15/2017 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I am an assistant coach for 8 and 9 year old members of the ski club. I help coach them in alpine ski racing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-18 |
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