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3013 Main Street, Kansas City, MO 64108-3323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-23 |
Branch Locations
3013 Main Street, Kansas City, MO 64108-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Financial Corporation | Kansas City | MO | 03/2023 | 01/2026 |
| Buttonwood Financial Group | Kansas City | MO | 01/2026 | Present |
| Quest Diagnostics | Lenexa | KS | 05/2021 | 03/2023 |
| Planet Fitness | Lawrence | KS | 11/2020 | 05/2021 |
| Full Time Education | Lawrence | KS | 08/2019 | 11/2020 |
| Quest Diagnostics | Lenexa | KS | 06/2019 | 08/2019 |
| Full Time Education | Lawrence | KS | 01/2018 | 06/2019 |
| Papa John's International | Shawnee | KS | 01/2016 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
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