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1100 Main Street Ste. 400, Kansas City, MO 64105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-04 |
| MO | RA | APPROVED | 2025-04-04 |
| FL | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Hilton Head Island | SC | 08/2016 | 05/2017 |
| Giuseppi's Pizza | Hilton Head Island | SC | 06/2017 | 12/2018 |
| Student | Hilton Head Island | SC | 01/2019 | 05/2019 |
| University Of South Carolina Housing | Columbia | SC | 08/2020 | 05/2021 |
| Marriott International | Hilton Head Island | SC | 05/2019 | 09/2021 |
| Student | Columbia | SC | 09/2021 | 06/2022 |
| Td Ameritrade | Southlake | TX | 06/2022 | 12/2022 |
| Student | Columbia | SC | 12/2022 | 05/2023 |
| Unemployed | North Palm Beach | FL | 05/2023 | 09/2024 |
| Financial Planning Professionals, Inc. | Jensen Beach | FL | 10/2024 | 10/2024 |
| Hdq Wealth | Miami | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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