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9393 W. 110Th Street, Suite 210, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-06-27 |
| MO | RA | APPROVED | 2018-06-27 |
Branch Locations
9393 W. 110Th Street, Suite 210, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realty Associates | Olathe | KS | 05/2002 | 12/2017 |
| Legacy Advisory Group | Overland Park | KS | 01/2007 | 06/2018 |
| Butler, Lanz & Wagler, L.C. | Overland Park | KS | 06/2018 | Present |
2JK - not investment related. Address: 10561 Barkley Place, Suite 610, Overland Park, KS 66210 Nature: Residential real estate development Position: Managing member Start Date: 11/2016 Hours/month: Less than 5 Hours during securities trading/month: 1 Duties: Managing member Vault Sales Group, LLC - not investment related Address: 10561 Barkley Place, Suite 610, Overland Park, KS 66210 Nature: Product manufacturer's sales rep group Position: Managing member Start Date: 1/2018 Hours/month: 10-15 Hours during securities trading/month: 8 Duties: Managing member ClearPath Tax & Accounting. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 1/1/2025. Apx 20 hours per month all during trading hours. ClearPath Tax & Accounting II. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 5/10/2024. Apx 20 hours per month all during trading hours. KPN Enterprises. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 20 hours per month all during trading hours. ClearPath Financial Group. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 5 hours per month all during trading hours. ClearPath Consulting & Insurance. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 4/28/2022. Apx 5 hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-18 |
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