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10561 Barkley, Suite 610, Overland Park, KS 66212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-29 |
| KS | RA | APPROVED | 2019-08-27 |
| MO | RA | APPROVED | 2019-08-23 |
Branch Locations
10561 Barkley, Suite 610, Overland Park, KS 66212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewer Financial Advisors Llc | Kansas City | MO | 09/2013 | 09/2016 |
| Legacy Advisory Group Llc | Overland Park | KS | 09/2016 | 03/2020 |
| Legacy Advisory Limited Company | Overland Park | KS | 08/2019 | Present |
Direct Investment Entities, non-investment related, 0561 Barkley, Suite 610, Overland Park KS 66212, 9/2016, liability companies who hold interests in operating businesses, manager, commenced September 2016, approximately 10 hours per month. Jack Kynion III, Attorney, non-investment related, 10561 Barkley, Suite 610, Overland Park KS 66212, sole proprietor, provision of legal services, commenced November 2014, 5 hours per month. Sale of insurance products, investment related, 10561 Barkley, Suite 610, Overland Park, KS 66212, independent insurance agent and broker, hours devoted within provision of investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-07 |
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