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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-21 |
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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 08/2021 | 09/2024 |
| Holmes Murphy & Associates | Kansas City | MO | 06/2019 | 08/2021 |
| Kansas City Peterbilt | Kansas City | KS | 05/2017 | 08/2017 |
| Holmes Murphy & Associates | Kansas City | MO | 05/2018 | 08/2018 |
| The University Of Kansas | Lawrence | KS | 08/2015 | 05/2019 |
| Prime Capital Investment Advisors | Overland Park | KS | 09/2024 | 04/2025 |
| Infinitas | Overland Park | KS | 05/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-03 |
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