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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-10-28 |
Branch Locations
9628 Prototype Ct, Reno, NV 89521 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Comprehensive Wealth Management | Reno | NV | 02/2024 | 05/2024 |
| Cornerstone Comprehensive Wealth Management | Reno | NV | 05/2024 | Present |
| Costco | Spokane Valley | WA | 03/2023 | 05/2024 |
| Gonzaga | Spokane | WA | 08/2019 | 05/2024 |
| Sierra Lutheran High School | Carson City | NV | 02/2014 | 05/2019 |
| Tom Peters Construction | Carson City | NV | 06/2016 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-23 |
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