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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-20 |
| MO | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
Lee's Summit, MO • United States
4400 Main Street, Kansas City, MO 64111-7709 • 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 | 10/2022 | Present |
| University Of Kansas | Lawrence | KS | 08/2017 | 12/2021 |
| Frito Lay | Topeka | KS | 07/2017 | 10/2018 |
| Dst Systems | Lawrence | KS | 02/2020 | 09/2022 |
| Pyramid Pizza | Lawrence | KS | 11/2018 | 12/2018 |
| Brightstar Events | Topeka | KS | 05/2018 | 08/2018 |
| Mission Valley High School | Eskridge | KS | 01/2013 | 12/2017 |
| Phoenix Finds Homes, Llc | Topeka | KS | 06/2025 | Present |
Phoenix Finds Homes, LLC; Investment-related; 7215 SW Glencrest Dr, Topeka, KS 66619; Buy, Fix, Flip Houses; Construction; Construction; 06/20/2025; 8 hours per month; 0 hours during securities trading hours; Manual Labor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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