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2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-27 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Kansas City | MO | 07/1999 | 06/2023 |
| Tromans-Slosburg Investments | Kansas City | MO | 12/2007 | 12/2016 |
| Premier Financial Partners | St. Louis | MO | 01/2017 | 06/2023 |
| Craft & Sage Wealth | Kansas City | MO | 06/2023 | Present |
1. PREMIER FINANCIAL PARTNERS POSITION: Owner - NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2016 ADDRESS: 1535 Walnut Street, Ste. 107, Kansas City MO 64108, United States DESCRIPTION: I sell and service Life, Annuity, Health and Long-Term Care Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-20 |
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