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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-31 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell Capital Management Co | 11460 Tomahawk Creek Parkway, Suite 410 | KS | 05/2025 | 12/2025 |
| Renaissance Financial | St. Louis | MO | 05/2024 | 08/2024 |
| Galloway Grill | Springfield | MO | 01/2023 | 03/2024 |
| Missouri State University | Springfield | MO | 08/2024 | 05/2025 |
| Missouri State University | Springfield | MO | 08/2021 | 05/2024 |
| Fort Zumwalt North Middle School | O'FAllon | MO | 08/2014 | 05/2017 |
| Fort Zumwalt North High School | O'FAllon | MO | 08/2017 | 05/2021 |
| Unemployed | O'FAllen | MO | 06/2017 | 07/2017 |
| Unemployed | O'FAllen | MO | 06/2021 | 07/2021 |
| Infinitas | Overland Park | KS | 02/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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