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7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-16 |
| KS | RA | APPROVED | 2009-03-13 |
Branch Locations
7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| National Planning Corporation | Overland | KS | 11/2007 | 10/2017 |
| Insight Financial Services | Overland Park | KS | 11/2007 | 12/2025 |
| Securities Service Network | Overland Park | KS | 10/2017 | 09/2020 |
| Securities America, Inc. | Overland Park | KS | 09/2020 | 11/2020 |
| Insight Insurance Partners | Overland Park | KS | 11/2007 | 12/2025 |
| Ifs Advisors Llc Dba Insight Financial Services | Overland Park | KS | 10/2008 | Present |
1. Notary Public, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210, 1 hour per month, not securities related, start 9/7/2021 2. SELF EMPLOYED INDEPENDENT INSURANCE AGENT, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210, NOT INVESTMENT RELATED, START DATE 1/1/2026, 3 HRS DURING TRADING 3. PLAN HORIZONS LLC, 13110 W. 136th STREET, BDLG 11, APT 104, OVERLAND PARK, KS 66221, NOT INVESTMENT RELATED, START DATE 6/23/2025, PERSONAL ACCOUNTING PURPOSES, WORK 1 HOUR A MONTH, 1 HOUR DURING TRADING 4. VOLUNTEER FOR CENTER FOR RECORDED MUSIC - 5817 HARRISON ST, KANSAS CITY, MO 64110 - 12/30/25 START DATE - 20 HRS/MO, 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-22 |
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