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10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-06 |
Branch Locations
10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finteris Wealth Management | Jefferson City | MO | 05/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Holts Summit | MO | 10/2023 | 06/2024 |
| University Of Missouri | Columbia | MO | 08/2021 | 05/2023 |
| Full-Time Education | Holts Summit | MO | 01/2013 | 08/2021 |
| Mml Investors Services, Llc | Overland Park | KS | 08/2024 | 10/2025 |
| Massmutual Life Insurance Co | Overland Park | KS | 07/2024 | 10/2025 |
| Charles Schwab & Co., Inc. | Holts Summit | MO | 05/2023 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | St Louis | MO | 05/2022 | 07/2022 |
| Two West Capital Advisors Llc | Overland Park | KS | 10/2025 | Present |
Name: Roll-Off Waste Solutions, LLC Inv Rel: N Add: 400 S 1st St, Pleasant Hill, MO 64080 Nature: Waste Solutions Position: Part-time Help Start Date: 05/12/2025 No. Hr/Mo: 20 No. Hr/Mo During Sec Trading: 0 Duties: Manual labor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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