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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-10 |
| MO | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2023-04-06 |
Branch Locations
8080 Ward Pkwy Suite 401, Kansas City, MO 64114 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Overland Park | KS | 05/2009 | Present |
| Regulus, Llc | Kentwood | MI | 10/2019 | 10/2022 |
| Gladstone Wealth Partners | Johnston | IA | 12/2022 | 04/2023 |
| Integrity Alliance, Llc | Lee's Summit | MO | 04/2023 | Present |
1) American Senior Benefits; not investment related; 8500 W 110th St, Ste 610, Overland Park, KS 66210; Insurance Agent; 05/01/2011; 120 hours per month; 15 hours during security hours 2) T&T Senior Specialists, LLC; not investment related; 14304 W 80th St, Lenexa, KS 66215; Fixed Insurance; President; 01/01/2015; 120 hours per month; 100 hours durng security hours; Fixed insurance sales and agency management 3) Rental Property; not investment related; 4532 Holly St, Apt 3, Kansas City, MO 64111; Rental Property; Trustee/Owner; 06/01/2012; 2 hours per month; 1 hour during security hours; Owner of the property with my wife
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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