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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2001-07-10 |
Branch Locations
9237 Ward Parkway Suite 208, Kansas City, MO 64114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Kansas City | MO | 09/1987 | Present |
| Mml Investors Services, Llc | Kansas City | MO | 01/1989 | Present |
NAME: VISIONEERS, LLC INV REL: Y ADD: 9233 WARD PARKWAY SUITE 322 KANSAS CITY 64114 NATURE: CONSULTING POSITION: OWNER START DATE: 2/15/2021 NO HRS/MO: 25 NO HRS/MO DUR TRADING: 12 DUTIES: EDUCATING BUSINESS OWNERS AS TO THEIR BUSINESS SUCCESSION AND TRANSITION POSITIONS AND OPPORTUNITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-28 |
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