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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-21 |
| KS | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED_RES | 2026-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Management Of Kansas, Inc. | Garden City | KS | 04/2013 | 07/2017 |
| United Capital Management Of Ks, Inc - Ria | Garden City | KS | 01/2014 | 07/2017 |
| Sterne Agee Financial Services Inc | Garden City | KS | 01/2014 | 07/2017 |
| United Capital Insurance, Llc. | Garden City | KS | 07/2014 | 07/2017 |
| Lpl Financial, Llc | Garden City | KS | 08/2017 | 05/2023 |
| Independent Financial Partners | Garden City | KS | 08/2017 | 03/2019 |
| Cornerstone Wealth Management, Llc | Garden City | KS | 03/2019 | 05/2023 |
| Kestra Investment Services Llc | Garden City | KS | 05/2023 | 07/2026 |
| Kestra Advisory Services Llc | Garden City | KS | 05/2023 | 07/2026 |
| Osaic Wealth Inc | Ulysses | KS | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-05 |
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