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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-27 |
| KS | RA | APPROVED | 2026-07-24 |
| NE | RA | APPROVED | 2026-07-24 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Olathe, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E360 Financial Solutions | Olathe | KS | 03/2011 | 05/2018 |
| National Planning Corporation | Olathe | KS | 11/2016 | 05/2018 |
| Lpl Financial Llc | St. Albans Rd | MO | 11/2017 | 05/2018 |
| Infinex Investments, Inc. | Meriden | CT | 05/2018 | 06/2020 |
| Lpl Financial Llc | Overland Park | KS | 06/2020 | 09/2022 |
| Central Trust Bank | Overland Park | KS | 06/2020 | Present |
| Integrity Alliance, Llc | Olathe | KS | 07/2026 | Present |
American Senior Benefits; Investment Related-No; 12734 S Blackbob Rd, Olathe, KS 66062; Life/Health agent; Start Date 08/2024; 160 hours per month; 140 hours per month during trading hours; Meet with seniors and review Medicare options available to them as well as their gaps in coverages. Also review investments and life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-12 |
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