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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
3921 Nw 97Th Blvd Suite102, Gainesville Fl, FL 32606 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C10 Financial | Gainesville | FL | 07/2018 | Present |
| Bwm Advisory, Llc | Scottsdale | AZ | 11/2017 | 07/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 08/2015 | 11/2017 |
| Bedrock Investment Advisors | Scottsdale | AZ | 10/2017 | 08/2018 |
| Retirement Wealth Advisors, Inc. | Grand Rapids | MI | 08/2018 | 01/2021 |
| Changepath, Llc | Leawood | KS | 01/2021 | Present |
C10 FINANCIAL; DBA; INVESTMENT RELATED; 3921 NW 97TH BLVD, SUITE 102, GAINESVILLE, FL 32606; INSURANCE SALES; PRESIDENT; STARTED 07/2018; 120 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SALE OF HEALTH, LIFE, ANNUITY LONG TERM CARE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
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