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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| KS | RA | APPROVED | 2023-08-11 |
Branch Locations
5500 W 137Th St Apt 310, Overland Park, KS 66223 • United States
13200 Metcalf Ave Ste 280, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 07/2022 | 07/2023 |
| Veterans United | Columbia | MO | 04/2021 | 09/2021 |
| Garmin | Olathe | KS | 05/2020 | 08/2020 |
| Garmin | Olathe | KS | 12/2019 | 01/2020 |
| Garmin | Olathe | KS | 05/2019 | 08/2019 |
| Blue Hills Country Club | Kansas City | MO | 05/2018 | 08/2018 |
| Rockhurst High School | Kansas City | MO | 08/2014 | 05/2018 |
| University Of Missouri | Columbia | MO | 08/2018 | 05/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2023 | Present |
| Cetera Investment Advisers | St Cloud | MN | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2023 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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