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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-06 |
Branch Locations
1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Overland Park | KS | 01/2023 | 10/2023 |
| Ameriprise Financial, Llc | Kansas City | MO | 05/2022 | 01/2023 |
| Olathe Public Schools | Olathe | KS | 08/2021 | 05/2022 |
| Soar Special Needs | Overland Park | KS | 05/2021 | 08/2021 |
| Independence Inc | Baldwin City | KS | 03/2021 | 06/2021 |
| East Central Kansas Cooperative In Education | Baldwin City | KS | 03/2018 | 05/2021 |
| Bringing Therapy Home | Overland Park | KS | 01/2019 | 03/2020 |
| Grace Church | Overland Park | KS | 05/2018 | 08/2018 |
| Grace Church | Overland Park | KS | 05/2017 | 08/2017 |
| Helpers Inc | Overland Park | KS | 01/2016 | 08/2017 |
| Tarren'S Lawn Care | Olathe | KS | 03/2012 | 11/2017 |
| Baker University | Baldwin City | KS | 08/2017 | 05/2021 |
| Olathe South High School | Olathe | KS | 08/2013 | 05/2017 |
| Creativeone Securities | Overland Park | KS | 10/2023 | 04/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 10/2023 | 04/2025 |
| Ameriprise Financial Services, Llc | Leawood | KS | 04/2025 | 05/2026 |
| Hightower Advisors, Llc | Chicago | IL | 05/2026 | Present |
Other Business Activities; Grace Special Needs Director; I am the director for the special needs ministry at my church. I manage a group of volunteers and pair them with individuals with special needs to be a "buddy" during church services. I also communicate with and help families with special needs throughout the week to coordinate buddies. I maintain the ministry budget throughout the fiscal year as well. The budget is determined by the board of the church. I am not part of the board and make no financial decisions on how money is spent at the board level. I use the budget assigned to the program to pay for food, supplies, toys, items for classrooms. I do use a credit card from the church to pay for these items. No income from this volunteer position.; 17401 W 167th St, Olathe, KS, 66062; Not Investment-Related; 01/05/2019; 40 to 59 hours per month; 0 during trading hours / Kansas State Sensory & Consumer Research; I take screener exams, and if I am selected, I participate in sensory and consumer research studies. These include food tasting, product testing, and similar things. I am paid as independent. They don't give me a 1099 each year as my earnings are less than $600; 22201 W Innovation Dr, Olathe, KS, 66061; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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