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7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | La Jolla | CA | 09/2017 | 12/2020 |
| Unemployed | Richmond | VA | 06/2017 | 09/2017 |
| Fat Dragon | Richmond | VA | 01/2017 | 06/2017 |
| Unemployed | Richmond | VA | 09/2013 | 01/2017 |
| Charles Schwab Bank | La Jolla | CA | 05/2019 | 12/2020 |
| Austin Asset | Austin | TX | 01/2021 | 07/2025 |
| Greenup Street Weath Management | Overland Park | KS | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
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