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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-19 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Financial | Topeka | KS | 06/2017 | 08/2023 |
| Westar Energy | Topeka | KS | 06/2013 | 06/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 08/2017 | 10/2018 |
| Verifi Financial Llc | Topeka | KS | 09/2022 | 12/2023 |
| Triad Wealth Partners, Llc | Lawrence | KS | 08/2023 | Present |
The name of the other business: Denali Financial Group; Investment-related: Yes; Address: 2655 SW Wanamaker Rd, Topeka, Kansas, 66614; Position: Passive Investor; the start date: 7/1/2024; Approximate number of hours/month: 1; Number of hours you during trading hours: 0; Compensation: None; Denali will be engaging Triad Wealth's TAMP and Planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
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