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3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-01-30 |
Branch Locations
3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Independence | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Independence | MO | 11/2016 | 08/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2019 | Present |
| Strongbox Wealth | Lee's Summit | MO | 08/2019 | Present |
1) STRONGBOX WEALTH. INVESTMENT RELATED BUSINESS. LOCATED AT 3470 ne RALPH POWELL RD, SUITE A, LEES SUMMIT, MO 64064. NATURE OF BUSINESS IS RIA. TITLE IS DIRECTOR OF OPS. STARTED 08/2019. 160 HRS/MO - 6.5 HRS/DAY DURING TRADING. DUTIES ARE CLIENT SERVICES & OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
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