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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-30 |
| MO | RA | APPROVED | 2026-03-30 |
Branch Locations
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fp Solutions Ri | Cranston | RI | 09/2024 | 03/2026 |
| Ellevate Advisors | Tulsa | OK | 10/2023 | 10/2025 |
| Spire Outsourcing | Lubbock | TX | 05/2023 | 09/2024 |
| Arkansas Financial Group | Little Rock | AR | 07/2023 | 09/2023 |
| Gw Financial Inc. | Reno | NV | 10/2022 | 04/2023 |
| Brigham Young University-Idaho | Rexsburg | ID | 01/2021 | 04/2023 |
| Cabelas | Tulalip | WA | 07/2020 | 01/2021 |
| Asics | Tulalip | WA | 06/2020 | 10/2020 |
| Brigham Young University-Idaho | Rexsburg | ID | 01/2020 | 06/2020 |
| Asics | Tulalip | WA | 11/2019 | 12/2020 |
| Acro Machining | Marysville | WA | 05/2019 | 01/2020 |
| Best Buy | Marysville | WA | 06/2018 | 10/2019 |
| Financial Avenues Llc | Kansas City | MO | 03/2026 | Present |
| Lakewood High School | Marysville | WA | 03/2016 | 05/2018 |
Liberty Meadows Ranch, Inc.:;Not investment-related; Harrisonville, MO; Livestock Production; Treasurer; no relationship; 04/12/2022; 5 hours per month during non-trading; duties attributable to Treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
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