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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seligman Advisors, Inc. | Minneapolis | MN | 01/2009 | 05/2019 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 10/2019 | 01/2021 |
| First National Bank | Overland Park | KS | 09/2019 | 01/2021 |
| Unemployed | Olathe | KS | 06/2019 | 09/2019 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 10/2019 | 01/2021 |
| First National Bank Of Omaha | Overland Park | KS | 12/2019 | 01/2021 |
| First National Bank Of Omaha | Overland Park | KS | 12/2019 | 01/2021 |
| First Investments And Planning | Overland Park | KS | 12/2019 | 01/2021 |
| U.S. Bank | Kansas City | MO | 01/2021 | 07/2024 |
| U.S. Bancorp Investments, Inc. | Kansas City | MO | 06/2021 | 03/2024 |
| Cetera Advisors Llc | St Cloud | MN | 07/2024 | 04/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | 04/2025 |
| Redwood Investment Management | Olathe | KS | 04/2025 | 01/2026 |
| Distribution Services, Llc | Olathe | KS | 07/2025 | 12/2025 |
| Pine Distributors Llc | Denver | CO | 01/2026 | 01/2026 |
| Thrivent Investment Management Inc. | Overland Park | KS | 07/2026 | Present |
| Visipay | Olathe | KS | 01/2026 | 07/2026 |
| Thrivent Financial | Appleton | WI | 07/2026 | Present |
BOOK SALES POSITION: Author NATURE: I wrote a book called "Get Good: The 7 Habits of Successful Financial Professionals". I wrote it a few years ago and occasionally sell some on Amazon. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2026 ADDRESS: 13725 W 157th terrace, Olathe KS 66062, United States DESCRIPTION: Sometimes, someone wants to buy my book. They buy it on Amazon. Amazon lets me know. I mail the book to them. VISIPAY POSITION: Co-Founder/ Owner NATURE: VisiPay is a payment facilitator that focuses on the construction industry. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2025 ADDRESS: 15720 S Keeler St, Olathe KS 66062, United States DESCRIPTION: I gave daily operations up to my co-founder, and he anticipates hiring staff in the near future. WEDDING OFFICIANT POSITION: Reverend NATURE: I perform weddings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2025 ADDRESS: 13725 w 1574th terrace, Olathe KS 66062, United States DESCRIPTION: I perform weddings for friends and family.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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