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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-11-05 |
Branch Locations
240 S Main Street, Suite 526, Bentonville, AR 72712 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc | Overland Park | KS | 04/2018 | 05/2018 |
| Keller Williams | Lee's Summit | MO | 03/2017 | 06/2020 |
| Northwestern Mutual | Leawood | KS | 01/2017 | 02/2017 |
| Verizon Wireless | Texarkana | TX | 10/2013 | 01/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2019 | 06/2020 |
| Retirement Solutions Group | Overland Park | KS | 09/2019 | 06/2021 |
| Eco Water Of Kansas | Olathe | KS | 07/2019 | 09/2019 |
| Chownow | Kansas City | MO | 05/2019 | 07/2019 |
| Commerce Bank | Kansas City | KS | 03/2019 | 05/2019 |
| Jhs Pedals | Grandview | MO | 12/2018 | 02/2019 |
| Nebraska Furniture Mart | Kansas City | MO | 10/2018 | 12/2018 |
| Select Quote | Leawood | KS | 05/2018 | 10/2018 |
| Exos Wealth Strategies | Bentonville | AR | 02/2022 | 11/2024 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2024 | Present |
| Generations Wealth Partners | Bentonville | AR | 08/2024 | Present |
| Great Point Capital, Llc | Chicago | IL | 06/2025 | Present |
| Simply Retire, Inc. | Bentonville | AR | 09/2020 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1. Simply Retire, Inc. and Insurance Agency, investment related, same address as branch, president, start date 09/2020, 160 hours per month during trading 2. Independent insurance agent, investment related, same address as branch, fixed insurance sales, Independent Insurance Agent, start date 09/2019, 160 hours per month during trading 3. Finlaw Consulting, LLC, not investment related, same address as branch, marketing referrals, start 06/2024, member/co-owner, 15 hours per month during trading hours. 4. Generations Legal Group podcast, non-investment related, same address as branch, podcast, start 06/2024, podcaster, 2 hours per month during trading hours. 5. Will Wein LLC, non-investment related, 778 White Rd. Ste D Springdale, AR 72762, wine & spirits distribution company, owner, start date 09/2025, 20 hours per month, 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-28 |
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