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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
| KS | RA | APPROVED | 2023-11-03 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
11101 Switzer Rd, Suite 130, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 06/2022 | 09/2023 |
| Red Robin | Overland Park | KS | 08/2016 | 05/2022 |
| Bluevalley Highschool | Overland Park | KS | 01/2014 | 01/2018 |
| Kansas State University | Manhattan | KS | 04/2018 | 05/2022 |
| Voya Financial Advisors | Leawood | KS | 10/2023 | Present |
FIXED INSURANCE POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE BSMG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2023 ADDRESS: 5152 W 116th Pl Suite 200, Leawood KS 66211, United States DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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