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7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-22 |
Branch Locations
Cleveland Heights, OH • United States
7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 11/2017 | 03/2024 |
| Ameriflex | Dallas | TX | 08/2016 | 11/2017 |
| Greenup Street Wealth Management Llc | Ann Arbor | MI | 05/2024 | Present |
Andrews McMeel Universal; Not investment-related; 1130 Walnut Street, Kansas City, MO 64106; Crossword construction for newspaper syndicate; Independent Contractor; 03/01/2023; 1-2 hours per month; 0 hours during securities trading hours; Co-constructed a crossword puzzle that will be published in the syndicated papers through Andrews McMeel.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-08 |
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