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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-19 |
| KS | RA | APPROVED | 2026-04-27 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management Llc | Lenexa | KS | 03/2024 | 04/2026 |
| Kbp Foods | Leawood | KS | 03/2023 | 11/2023 |
| Unemployed | Overland Park | KS | 12/2023 | 02/2024 |
| Tronconi Segarra & Associates | Williamsville | NY | 06/2022 | 01/2023 |
| Nys Department Of State | Buffalo | NY | 12/2021 | 06/2022 |
| Amazon | Buffalo | NY | 06/2021 | 08/2021 |
| Home Depot | Buffalo | NY | 04/2021 | 06/2021 |
| Msi Surfaces | Lenexa | KS | 06/2016 | 02/2018 |
| Msi Surfaces | Brentwood | NY | 02/2018 | 03/2021 |
| Unemployed | Buffalo | NY | 09/2021 | 11/2021 |
| Creative Planning, Llc | Overland Park | KS | 04/2026 | Present |
Rental property; Investment-related; 79 Jack Road, Williamsville, NY; Start 2/1/2023; Joint owner; 0 hours / month; 0 hours / month during securities trading hors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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