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6900 College Blvd., Suite 520, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-04-17 |
| LA | RA | APPROVED | 2018-04-09 |
| TX | RA | APPROVED_RES | 2018-04-06 |
| KS | RA | APPROVED | 2018-03-29 |
Branch Locations
6900 College Blvd., Suite 520, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 05/1999 | 04/2018 |
| Equity Services, Inc. | Overland Park | KS | 05/1999 | 04/2018 |
| Financialife Outfitters Llc | Overland Park | KS | 09/2017 | Present |
| Triad Advisors | Norcross | GA | 04/2018 | 06/2023 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2023 | Present |
1) DBA -FINANCIALLIFE OUTFITTERS, LLC - 6900 COLLEGE BLVD., SUITE 520; OVERLAND PARK, KS 66211; INVESTMENT RELATED; INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRM; OWNER, MANGING MEMBER AND CCO; 90% OF TIME SPENT. 2) LIFE INSURANCE - 6900 COLLEGE BLVD., SUITE 520; OVERLAND PARK, KS 66211; INVESTMENT RELATED; LIFE, ANNUITIES AND DISABILITY INSURANCE; AGENT; 2-5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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