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1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-03-18 |
| TX | RA | APPROVED_RES | 2021-03-18 |
| MO | RA | APPROVED | 2021-02-05 |
Branch Locations
1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 11/2017 |
| City Of Weston | Weston | MO | 04/2011 | 04/2017 |
| Diversified Wealth Advisors, Llc | Kansas City | MO | 01/2021 | Present |
| Philips North America | Murrysville | PA | 07/2018 | 11/2020 |
| Advanced Medical Dme/Pm Sleep Lab | Kansas City | MO | 02/2015 | 07/2018 |
| The Childrens Mercy Hospital | Kansas City | MO | 02/2007 | 07/2018 |
| City Of Weston | Weston | MO | 04/2021 | 04/2025 |
| Philips North America | Pittsburgh | PA | 09/2021 | 06/2023 |
| React Health | Sarasota | FL | 06/2023 | Present |
(1) React Health; not-inv related; Business Development Specialist; start 06/2023; sleep and respiratory manufacturing company; Approx 70% of time spent in this business practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-22 |
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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