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1201 Nw Briarcliff Parkway Suite #201, Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-06 |
| MO | RA | APPROVED | 2026-04-06 |
Branch Locations
1201 Nw Briarcliff Parkway Suite #201, Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umkc Bloch School Of Business | Kansas City | MO | 08/2021 | 12/2021 |
| Paradise Pointe Golf Complex | Smithville | MO | 05/2019 | 05/2021 |
| Chris Dalton Homes | Kansas City | MO | 05/2014 | 05/2021 |
| Communityamerica Credit Union | Kansas City | MO | 06/2020 | 08/2020 |
| Tiffany Greens Golf Club | Kansas City | MO | 05/2019 | 07/2019 |
| Student | Kansas City | MO | 01/2012 | 05/2021 |
| Copper Financial Network Llc | Lenexa | KS | 01/2022 | 03/2026 |
| Unemployed | Kansas City | MO | 12/2021 | 01/2022 |
| Unemployed | Kansas City | MO | 05/2021 | 08/2021 |
| Chase Advisory And Wealth Management, Llc | Kansas City | MO | 01/2026 | Present |
1) Treehouse Capital, LLC; not investment related; 12622 NE 117th Street, Kearney, MO 64060; Real Estate Investment; Member; 9/8/2025; 10hrs; 2hrs; Treehouse Capital. LLC; Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
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