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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-24 |
| MO | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED_RES | 2025-06-14 |
Branch Locations
4500 Main Street, Kansas City, MO 64111 • United States
Osage City, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Overland Park | KS | 08/2015 | 10/2019 |
| Creative Planning, Inc. | Overland Park | KS | 10/2019 | 06/2024 |
| American Century Investment Services, Inc. | Kansas City | MO | 06/2025 | Present |
| Palmer Square Capital Management, Llc | Mission Hills | KS | 06/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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