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3805 Beck Road, Saint Joseph, MO 64506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-03 |
| MO | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspyre Wealth Partners | Kansas City | KS | 08/2019 | 03/2020 |
| Pizza Hut | Manhattan | KS | 10/2016 | 06/2019 |
| Kansas Farm Bureau | Manhattan | KS | 03/2019 | 08/2019 |
| Ironstone Wealth Advisors | Abilene | KS | 06/2018 | 08/2018 |
| Student | Manhattan | KS | 01/2010 | 10/2016 |
| Kansas State University | Manhattan | KS | 08/2016 | 05/2020 |
| Carlson Financial | Topeka | KS | 06/2021 | 01/2022 |
| Invisor Financial Llc | Seneca | KS | 02/2022 | 10/2022 |
| Family Investment Center | Saint Joseph | MO | 10/2022 | Present |
| Family Investment Center | Lenexa | KS | 10/2022 | Present |
| Cornerstone Financial | Topeka | KS | 06/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
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