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12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-03 |
Branch Locations
Spanish Fork, UT • United States
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-03 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc. | Overland Park | KS | 05/2024 | 12/2024 |
| Brundage Bone C. P. | Pleasant Grove | UT | 11/2020 | Present |
| Modern Heating & Sheet Metal | Orem | UT | 01/2020 | 10/2020 |
| Plunder Design Lc | Payson | UT | 12/2019 | 01/2020 |
| Whitewater Whirlpool & Baths | Lindon | UT | 06/2019 | 12/2019 |
| Church Mission | Various | 07/2017 | 06/2019 | |
| Rileys Orchard | Payson | UT | 05/2017 | 07/2017 |
| Payson High School | Payson | UT | 08/2014 | 05/2017 |
| Revolution Financial Management | Lehi | UT | 10/2020 | 11/2020 |
| Allos Investment Advisors, Llc | Overland Park | KS | 05/2024 | 12/2024 |
| Searcy Financial Services, Inc. | Overland Park | KS | 01/2025 | Present |
| Allos Investment Advisors, Llc | Overland Park | KS | 01/2025 | Present |
Brundage Bone Concrete Pumping; Not Investment Related; 350 W 700 S Pleasant Grove, UT; Construction; Operator; Start 11/2020; 1-2 hrs/month; none during trading hours; Drive commercial vehicle, pump concrete, train new employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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