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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-04-17 |
Branch Locations
5200 W 94Th Terrace Suite 208, Prairie Villiage, KS 66207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Retirement Group | Prairie Villiage | KS | 04/2020 | Present |
| Elevated Retirement Group | Prairie Villiage | KS | 01/2020 | 04/2020 |
| Advisors Excel | Topeka | KS | 06/2019 | 08/2019 |
| Target | Manhattan | KS | 10/2018 | 05/2019 |
| Waddell And Reed | Oakley | KS | 06/2018 | 08/2018 |
| Kansas State University | Manhattan | KS | 08/2015 | 12/2019 |
Insurance sales. Non-Investment related. 5200 W 94th Terrace Suite 208, Prairie Villiage, KS 66207. Aside from my duties as an IAR I am also licensed to sell insurance. In this role I devote 10-20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-26 |
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