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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-12 |
Branch Locations
1646 N. California Blvd Suite 340, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Edelman Financial Engines | Walnut Creek | CA | 02/2019 | 08/2024 |
| Remotelink Solutions, Llc | San Diego | CA | 04/2018 | 02/2019 |
| Lpl Financial | San Diego | CA | 11/2017 | 04/2018 |
| Unemployed | Irvine | CA | 07/2014 | 11/2017 |
| Prime Capital Financial | Overland Park | KS | 08/2024 | Present |
1) C&D Property Management, Non-Investment related, 6671 S Mariposa Ln. Dublin, CA 94568, rental property, owner, 03/2017, 5 hours per month, 0 hours during trading, make sure the managers are paid and doing their jobs, approving repairs and improvements, reconcile financial records, prepare financial statements for tax reporting, look for potential new investments. 2) NOTARY, NON-INVESTMENT RELATED, 6671 S MARIPOSA LN, DUBLIN CA 94568, 01/01/2024, NOTARY SERVICES, 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING TRADING HOURS, OFFER NOTARY SERVICES
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