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6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-07-01 |
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 |
|---|---|---|---|---|
| Waterfront Wealth Inc. | Overland Park | KS | 09/2023 | Present |
| N/A | Stilwell | KS | 09/2007 | Present |
| Leading Edge Finanicial Planning | Wichita | KS | 06/2023 | 08/2023 |
| Copper State Credit Union | Phoenix | AZ | 09/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-29 |
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