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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-14 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
92 North Court Street Suite 101, Athens, OH 45701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carpenter And Associates | Athens | OH | 01/2026 | Present |
| Ohio University | Athens | OH | 06/2012 | Present |
| Università Politecnica Delle Marche | Ancona | 09/2022 | 01/2026 | |
| Integrity Alliance | Urbandale | IA | 06/2026 | Present |
| Lexaurum Advisors, Llc | Athens | OH | 08/2026 | Present |
OHIO UNIVERSITY POSITION: Employee NATURE: Public University INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2012 ADDRESS: 1 Ohio University, Athens OH 45701, United States DESCRIPTION: Associate Professor of Finance, Finance Department Chair CARPENTER & ASSOCIATES POSITION: Employee NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/21/2026 ADDRESS: 92 N Court St #101, Athens OH 45701, United States DESCRIPTION: Associate Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-01 |
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