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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Valley Southwest | Overland Park | KS | 08/2015 | 05/2019 |
| Chipotle | Overland Park | KS | 05/2019 | 06/2019 |
| Wright Idea Enterprises Inc. | Overland Park | KS | 06/2019 | 02/2020 |
| Medicare Medicaid Advisors | Lenexa | KS | 06/2021 | 08/2021 |
| Renaissance Financial | Overland Park | KS | 06/2022 | 08/2022 |
| University Of Kansas | Lawrence | KS | 08/2020 | 05/2023 |
| Cetera Advisor Network Llc | Overland Park | KS | 08/2023 | 02/2024 |
| Renaissance Financial | Overland Park | KS | 09/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | 02/2024 |
| Unemployed | Coon Rapids | MN | 03/2024 | 04/2024 |
| Jpmorgan Chase Bank (Wi) | Champlin | MN | 05/2024 | Present |
| J.P. Morgan Securities Llc | Champlin | MN | 05/2024 | Present |
| Johnson County Community College | Overland Park | KS | 08/2019 | 05/2020 |
| Unemployed | Overland Park | KS | 05/2020 | 08/2020 |
| Unemployed | Overland Park | KS | 05/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-23 |
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