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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-10-18 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
7701 Douglas Avenue, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Financial Services Corp. | West Des Moines | IA | 11/2013 | 12/2016 |
| Brokers International Financial Services, Llc. | Urbandale | IA | 01/2017 | 10/2021 |
| Changepath, Llc | Leawood | KS | 10/2021 | Present |
1. Fortress Wealth Management; 2894 106th Street Ste 120, Urbandale IA 50322; Insurance and Annuity Business - Advisor; 01/01/2017; 80 hrs per month - 40 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-30 |
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