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12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-02 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-24 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc. | Overland Park | KS | 08/2024 | Present |
| Allos Investment Advisors, Llc | Overland Park | KS | 08/2024 | Present |
| Utah Valley University | Orem | UT | 08/2023 | 08/2024 |
| New Haven Residential Treatment Center | Spanish Fork | UT | 01/2021 | 08/2023 |
| Brigham Young University | Provo | UT | 08/2016 | 12/2020 |
| James Lemon Construction | Roosevelt | UT | 04/2016 | 08/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
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