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5901 College Boulevard Suite 110, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-02-17 |
Branch Locations
5901 College Boulevard Suite 110, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 08/2014 | 07/2018 |
| Creative Planning | Overland Park | KS | 07/2018 | 06/2022 |
| Mid American Wealth Advisory Group | Kansas City | MO | 06/2022 | 01/2023 |
| Fci Advisors | Overland Park | KS | 01/2023 | Present |
National Football League - Not Investment Related - 45 Park Ave, New York, NY 10154, Statistician, keep stats for NFL games, 06/23/2023, 10 hours per month during NFL Season, none during trading hours. University of Missouri-Kansas City, Post Secondary Education, 5100 Rockhill Rd, Kansas City, MO 64110 - Not Investment Related. Start date: August 2010. Title: Statistician, keep stats for sports teams, 5 hours per week (during the school year), None during trading hours. ASM Global - T Mobil Center, Kansas City, MO; Not Investment Related. Start date: Feb 2022. Title: Score keeper for sporting events held at the event center, 5 hours per month; None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
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