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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-20 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 05/2023 | 10/2024 |
| Blue Hills Country Club | Kansas City | MO | 08/2016 | 08/2020 |
| Blue Valley North High School | Overland Park | KS | 08/2014 | 07/2018 |
| Hesston College | Hesston | KS | 08/2018 | 12/2018 |
| University Of Kansas | Lawrence | KS | 01/2019 | 12/2022 |
| The Jayhawk Club | Lawrence | KS | 08/2019 | 11/2019 |
| Lawrence Country Club | Lawrence | KS | 12/2019 | 04/2021 |
| The Jayhawk Club | Lawrence | KS | 05/2021 | 11/2021 |
| Fcs Family Office | Leawood | KS | 06/2022 | 12/2022 |
| Unemployed | Overland Park | KS | 01/2023 | 01/2023 |
| Fcs Family Office | Leawood | KS | 02/2023 | 04/2023 |
| Infinitas | Overland Park | KS | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-09 |
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