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3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| KS | RA | APPROVED | 2022-08-31 |
Branch Locations
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
11111 Nall Avenue Suite 202, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Bank | Shawnee | KS | 01/2009 | 05/2022 |
| Elevation Advisory Partners Llc | Leawood | KS | 05/2022 | Present |
INSURANCE. NOT-INVESTMENT RELATED. KANSAS. INSURANCE SALES. AGENT. START DATE 05.2026. LESS THAN 10% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
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