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7400 W 130Th Street, Suite 100, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-17 |
| KS | RA | APPROVED | 2023-02-09 |
Branch Locations
7630 Sw 21St Street, Topeka, KS 66213 • United States
7400 W 130Th Street, Suite 100, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Federal Savings Bank | Topeka | KS | 08/2021 | 01/2023 |
| Midwest Financial Group, Llc | Topeka | KS | 01/2023 | Present |
| Fidelity State Bank & Trust | Topeka | KS | 12/2018 | 08/2021 |
| University Of Kansas Health Systems | Topeka | KS | 12/2017 | 12/2018 |
| Fidelity State Bank & Trust | Topeka | KS | 08/2017 | 12/2017 |
| Paragon Ag Advisors/Paragon Investments | Silver Lake | KS | 05/2017 | 08/2017 |
| N/A | Scranton | KS | 08/2010 | 12/2017 |
1.) SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2023 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS, 66213). 2.) OWNER OF WALLEYE TRADING, LLC, WHICH IS A NON-INVESTMENT RELATED TAX ENTITY ORGANIZED IN 2023 (MAILING ADDRESS: 7400 w 130TH STREET, SUITE 100, OVERLAND PARK, KS 66213). 3.) SELF EMPLOYED AS COLLEGE FOOTBALL OFFICIAL. ACTIVITY IS SEASONAL AND REPRESENTS LESS THAN 20 HOURS PER MONTH OUTSIDE OF REGULAR BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-07 |
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