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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-14 |
Branch Locations
9500 Nall Ave, Overland Park, KS 66207 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 08/2006 | 06/2025 |
| Umb Financial Services Inc | Kansas City | MO | 07/2014 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Topeka | KS | 08/2025 | 08/2026 |
| Capital Federal Bank | Overland Park | KS | 08/2025 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2026 | Present |
1.) Capitol Federal: investment related; 9500 Nall Ave Overland Park, KS 66207; personal and business banking, financial planning, investment advice; Director of Private Banking; 06/2025; 160 hrs/mo; 140 hrs/mo; personal and business banking 2.) Von Handyman LLC ; not investment related; 6705 Arapahoe Dr. Shawnee, KS 66226; Husband's carpentry/handyman business; signer on his business account; 01/2022; 0 hrs/mo; 0 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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