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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-04 |
| MD | RA | APPROVED | 2024-06-04 |
Branch Locations
6550 Rock Spring Drive Suite #200, Bethesda, MD 20817 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 02/2017 | 05/2021 |
| Auto Zone | Chula Vista | CA | 06/2016 | 11/2016 |
| Uber | San Francisco | CA | 09/2015 | 12/2017 |
| Lyft | San Diego | CA | 08/2014 | 12/2017 |
| Goldman Sachs Personal Financial Management | Bethesda | MD | 06/2021 | 09/2023 |
| Private Client Services | Bethesda | MD | 01/2024 | 02/2026 |
| Prime Capital Financial | Bethesda | MD | 09/2023 | Present |
| Private Client Services | Bethesda | MD | 02/2026 | Present |
1) Door Dash. 303 2nd Street, San Francisco, CA 94107. Food Delivery. Deliver Food. 1hr/mo; 0 during trading hrs 2) Oxford Row Condominiums. Homeowners' association. The president of a homeowner's association also carries out any tasks assigned by the HOA board president. 4hrs/mo; 0 during trading hrs. 3) Uber. 1515 Third Street in San Francisco, CA. Drive people and deliver food. 4) Prime Capital Financial; 6201 College Blvd, Suite #150, Overland Park, KS 66211. Registered investment adviser firm. Investment adviser representative. 160 hrs/mo; 140 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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