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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-08 |
| KS | RA | APPROVED | 2022-11-28 |
Branch Locations
7101 College Blvd Suite 620, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milwaukee Brewers | Milwaukee | WI | 06/2015 | 08/2018 |
| Satya Investment Management, Llc | Leawood | KS | 01/2018 | 05/2020 |
| Waterfront Wealth Inc. | Overland Park | KS | 05/2020 | 11/2022 |
| Intellicents | Overland Park | KS | 11/2022 | Present |
1. More Than Baseball Organization, 8956 West Bass Lake Road Crystal River, FL 34428. This is not investment related. Nature of the Business: Charity/Non-Profit. Position: Director of Outreach and Financial Guidance, Start Date; January 2021. 3 hours devoted and will take place after trading hours. Individual is responsible for outreach for More Than Baseball player network with various updates within the organization such as player surveys and fundraising events. Individual will be responsible for the development of the financial guidance program, which entails basic financial literacy and tax information. Participant will be also assist released players with filing for unemployment and enrolling in their Continuing Education Program (CEP) benefits, if eligible. 2. Amway, 13344 W 104th St. Lenexa, KS 66215. This is not investment related. Nature of Business: Direct Sales: Position: Independent Business Owner (IBO). Start Date: June 2023. 5 hours devoted and 0 hours during trading hours. Individual will sell products such as health supplements, organic home cleaning supplies and beauty products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
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