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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-30 |
| KS | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Manhattan | KS | 11/2023 | Present |
| Amicus Wealth Partners | Manhattan | KS | 11/2023 | Present |
| Holm Automotive Center | Abilene | KS | 05/2020 | 09/2023 |
| Brigg'S Nissan | Manhattan | KS | 08/2019 | 04/2020 |
| Little Apple Toyota/Honda | Manhattan | KS | 02/2019 | 07/2019 |
| Flint Hills Auto | Manhattan | KS | 05/2017 | 01/2019 |
| Brigg'S Nissan | Manhattan | KS | 02/2017 | 04/2017 |
| Full Time Student | Manhattan | KS | 10/2015 | 02/2017 |
(1) AMICUS WEALTH PARTNERS POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2023 ADDRESS: 923 Westport Pl., #230, Manhattan KS 66502, United States DESCRIPTION: Study and obtain licensing for financial advising (2) USD 378 POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2024 ADDRESS: 204 W Kansas, Riley KS 66531, United States DESCRIPTION: Assistant Coach for Middle School Football team (3) PINETREE ACCOUNTING SERVICES LLC POSITION: Referring clients for tax and accounting services NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/12/2024 ADDRESS: 4697 S Renaissance Dr, Gilbert AZ 85297, United States DESCRIPTION: Duties may include facilitating communication between clients and sharing client approved information for tax and/or accounting services. (4) BLACK ENTREPRENEURS OF THE FLINT HILLS POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2025 ADDRESS: 120 N 4th St, Suite K, Manhattan KS 66502, United States DESCRIPTION: I serve as a member on the Board of Directors. We meet every quarter to discuss fundraising efforts conducted by the organization and collaborate on future efforts of the organization. We discuss and vote on issues regarding organization expenses and use of funds to sponsor events conducted by members of the organization. I occasionally attend functions within the community to represent the organization to help raise awareness of our mission. (5) MPRF STAR SPANGLED SPECTACULAR COMMITTEE POSITION: I am the Chairman of the committee NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2026 ADDRESS: 1101 Poyntz Ave, Manhattan KS 66502, United States DESCRIPTION: I am responsible for scheduling committee meetings, assigning tasks to other committee members, reaching out to local businesses for sponsorship donations, keeping a timeline of progress leading up to the event and reporting progress to the Foundation Board of Directors. (6) MANHATTAN PARKS & RECREATION FOUNDATION POSITION: I am a Board of Directors member for the Foundation, and chairman for the Foundation's Star Spangled Spectacular Planning Committee. NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2026 ADDRESS: 1101 Poyntz Ave, Manhattan KS 66502, United States DESCRIPTION: I am responsible for scheduling committee meetings, assigning tasks to other committee members, reaching out to local businesses for sponsorship donations, keeping a timeline of progress leading up to the event and reporting progress to the Foundation Board of Directors. (7) PTSD 12-STEP RECOVERY FELLOWSHIP POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/04/2026 ADDRESS: 321 Ledgestone Ridge Ct, Manhattan KS 66503, United States DESCRIPTION: Serving as a member on the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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