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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-02 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 12/2022 | 11/2024 |
| American Senior Benefits | Olathe | KS | 07/2022 | 12/2022 |
| Ethos Technologies | Austin | TX | 02/2022 | 06/2022 |
| Selectquote Insurance Services | Overland Park | KS | 06/2017 | 02/2022 |
| Freightquote Inc | Kansas City | MO | 06/2002 | 06/2017 |
| Bank Of America, N.A. | Kansas City | MO | 04/2023 | 11/2024 |
| The Retirement Planning Group | Leawood | KS | 11/2024 | 07/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 06/2026 | Present |
| Cetera Financial Specialists Llc | Shaumburg | IL | 06/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Planning Partners | Leawood | KS | 07/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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