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1201 Sw Oakley Avenue, Topeka, KS 66604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Financial | Topeka | KS | 09/2022 | Present |
| Uhy Advisors Mo, Inc. | Kansas City | MO | 08/2021 | 09/2022 |
| Bdo Usa, Llp | Norfolk | VA | 08/2020 | 05/2021 |
| Christopher Newport University | Newport News | VA | 08/2015 | 05/2019 |
| The College Of William & Mary | Williamsburg | VA | 08/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-25 |
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