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Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| KS | RA | APPROVED | 2023-09-22 |
Branch Locations
Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triune Financial Partners | Overland Park | KS | 06/2023 | Present |
| Kompass Kapital Funding | Overland Park | KS | 02/2022 | 05/2023 |
| Enterprise Bank | Olathe | KS | 05/2019 | 01/2022 |
| Student | Pittsburg | KS | 08/2017 | 05/2018 |
| Farmers And Merchants Bank | Mound City | KS | 06/2018 | 07/2018 |
| Student | Atchison | KS | 08/2018 | 04/2019 |
| Girard National Bank | Girard | KS | 08/2016 | 07/2017 |
1) Farmers and Merchants Bank, Not Investment Related, 103 South 5th Street, Mound City, KS 66056, Banking, Associate Director, Start Date 08/15/2023, 2 hours/monthly during trading hours, duties include receiving board meeting updates. 2) Independent insurance agent for various independent insurance companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
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