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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellspring Financial Partners | Tucson | AZ | 06/2021 | 09/2025 |
| Jackson Hewitt Tax Services | Spokane | WA | 12/2020 | 04/2021 |
| Spiceology | Spokane | WA | 10/2020 | 12/2020 |
| Ymca Of Greater Pittsburgh | Bethel Park | PA | 07/2020 | 08/2020 |
| Catholic Charities Pittsburgh | Pittsburgh | PA | 05/2019 | 08/2019 |
| Ymca Of The Rockies Estes Park Center | Estes Park | CO | 05/2018 | 08/2018 |
| Gonzaga University | Spokane | WA | 08/2017 | 05/2021 |
| Sabbatical | Spokane | WA | 10/2011 | 05/2018 |
| Creative Planning, Llc | Overland Park | KS | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
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