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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Midlothian, VA • United States
4600 Cox Road, Suite 350, Richmond, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | 02/2024 |
| Unemployed | Chesapeake | VA | 09/2022 | 01/2023 |
| Military Service | Norfolk | VA | 09/2013 | 08/2022 |
| Sageview Advisory Group, Llc | Irving | TX | 03/2024 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | 12/2025 |
| Sageview Advisory | Irving | TX | 03/2024 | 01/2026 |
| Creative Planning, Llc | Glen Allen | VA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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