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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-01 |
Branch Locations
1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy | Jefferson City | MO | 10/2015 | 08/2019 |
| Best Buy | Overland Park | KS | 08/2019 | 10/2020 |
| Falcon Wealth Advisors | Mission Woods | KS | 10/2020 | 06/2023 |
| Hightower Advisors, Llc | Mission Woods | KS | 06/2023 | Present |
Kansas Golf Foundation; Investment Related - No; Olathe, KS; Podcast; Editor/Producer; Start Date - 03/2025; Approximately 10 hours per month with 0 hours during securities trading hours; My role will be editing and producing their podcast.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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