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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-18 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • 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 | 12/2022 | 02/2026 |
| Pga Tour Superstore | Columbus | OH | 06/2022 | 10/2022 |
| Pga Tour Superstore | Columbus | OH | 08/2021 | 06/2022 |
| Ohio Wesleyan University | Delaware | OH | 08/2020 | 09/2022 |
| Zaffiro's North Shore | Mequon | WI | 07/2016 | 07/2018 |
| Ohio Wesleyan University | Delaware | OH | 09/2014 | 05/2018 |
| Country Club Of Loch Lloyd | Belton | MO | 04/2019 | 07/2019 |
| Country Club Of Loch Lloyd | Belton | MO | 07/2019 | 09/2019 |
| Moss Adams Llp | Overland Park | KS | 01/2020 | 08/2020 |
| University Of Kansas | Overland Park | KS | 06/2018 | 12/2019 |
| Creative Planning, Llc | Overland Park | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-23 |
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