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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
7520 Capital Drive Suite 100, Germantown, TN 38138 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Witt And Assoc./First Liberty Financial | Germantown | TN | 03/1996 | Present |
| Changepath, Llc | Leawood | KS | 03/2021 | Present |
FIRST LIBERTY FINANCIAL; NON-INVESTMENT RELATED; 7520 CAPITAL DRIVE, SUITE 100, GERMANTOWN, TN 38138; 03/1996; INSURANCE SERVICES; OWNER; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-07 |
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