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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-04 |
| KS | RA | APPROVED | 2024-04-04 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Wealth Partners | Lawrence | KS | 11/2023 | Present |
| Unemployed | Clovis | CA | 04/2023 | 10/2023 |
| Motorola Solutions | Fresno | CA | 02/2017 | 03/2023 |
| Nops.iO | San Jose | CA | 02/2016 | 02/2017 |
1) Name of business: 55e.co. 2) Is business investment-related? No, but educational information and topics. 3) Address of business: 918 N. Adler Ave., Clovis, CA 93611. 4) Nature of business: YouTube educational financial info, give away or sell financial info. 5) Position, title, relationship: Sole Proprietor. 6) Start date: August 2020. 7) Approx number of hours/month: 5 hours/month on nights and weekends but not during security trading hours. 8) Duties: Create & share interesting spreadsheets that are usually related to DIY finance. 1) Name of Business: Community Health Centers of America 2) is this business investment related? No 3) Address of business: 5200 Pirrone Ct, Salida, CA 95368. 4) Nature of the business: Non Profit providing affordable primary care health insurance. 5) Position or Title: Board of Directors 6) Start Date 09/01/2025 7) 40 hours per year 8) Duties: Provides strategic guidance on organizational growth, financial oversight, regulatory compliance and community outreach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-04 |
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