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6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| KS | RA | APPROVED | 2023-11-10 |
Branch Locations
6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Lee's Summit | MO | 08/2013 | 06/2018 |
| N/A | Springfield | MO | 08/2018 | 06/2021 |
| Waterfront Wealth Inc. | Overland Park | KS | 02/2023 | Present |
| Fls Transportation | Springfield | MO | 06/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-10 |
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