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8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-11-01 |
Branch Locations
8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Overland Park | KS | 12/2012 | 12/2017 |
| Personal Financial Group | Overland Park | KS | 12/2012 | 10/2017 |
| Iht Wealth Management | Overland Park | KS | 10/2017 | 01/2022 |
| Rpr Financial | Overland Park | KS | 10/2021 | Present |
JOHNSON COUNTY REFERRAL GROUP BUSINESS OWNERS REFERAL GROUP SINCE 2009 NOT INVESTMENT RELATED ADVISORS EXCEL/VANBRIDGE LICENSED INSURANCE AGENT LIFE HEALTH LONG TERM CARE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-18 |
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