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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-25 |
| OH | RA | APPROVED | 2025-04-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Pension Advisors | Beachwood | OH | 06/2013 | 12/2020 |
| Independent Financial Group Llc | Cleveland | OH | 09/2014 | 12/2020 |
| Adviseme National Advisors | Cleveland | OH | 01/2017 | 12/2020 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2021 | 04/2025 |
| Prime Capital Financial | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
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