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4747 W 135 Street Suite 100, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-04 |
Branch Locations
4747 W 135 Street Suite 100, Leawood, KS 66224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Mission Woods | KS | 01/2017 | 07/2017 |
| Unemployed | Winfield | KS | 08/2016 | 01/2017 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 07/2017 | 04/2021 |
| Securities America, Inc. | Overland Park | KS | 05/2021 | 06/2024 |
| Securities America Advisors | Overland Park | KS | 06/2021 | 06/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 06/2024 | 03/2025 |
| Lpl Financial Llc | Overland Park | KS | 03/2025 | 08/2025 |
| Fas Wealth Partners, Inc. | Overland Park | KS | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-13 |
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