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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| KS | RA | APPROVED | 2019-03-25 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cramer Capital Management | Kansas City | MO | 04/2014 | 09/2016 |
| Oppemheimer & Co. Inc. | Kansas City | MO | 09/2016 | 06/2017 |
| Cetera Advisors, Llc | Denver | CO | 06/2017 | 08/2018 |
| Prosperity Network Of Advisors Llc | Overland Park | KS | 06/2017 | 08/2018 |
| Brewtop Pub & Patio | Overland Park | KS | 02/2014 | 12/2020 |
| Infinitas | Overland Park | KS | 03/2019 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | Present |
| Infinitas | Overland Park | KS | 08/2019 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Infinitas'; As of 05/01/2019; 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Notary Public, providing mobile notary services for a fee; As of 03/05/20; Less than 5% time spent during regular business hours; Conducted at branch; Not investment related. 4. Owner, Better Financial, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 07/14/20; Greater than 80% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
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