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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| KS | RA | APPROVED | 2023-08-17 |
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 |
|---|---|---|---|---|
| Kansas City Swim Academy | Kansas City | MO | 09/2022 | Present |
| Lancaster Liquor | Leawood | KS | 05/2021 | 08/2021 |
| Unemployed | Leawood | KS | 01/2013 | 05/2017 |
| School | Tuscaloosa | KS | 06/2017 | 05/2021 |
| Unemployed | Leawood | KS | 09/2021 | 12/2021 |
| Infinitas | Overland Park | KS | 01/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Infinitas | Overland Park | KS | 10/2023 | Present |
1. Fixed insurance sales; as of 3/07/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Swim Coach, Kansas City Swim Academy, Located at 818 W Santa Fe Trail, Kansas City, MO 64145, as of 04/19/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
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