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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2023-03-30 |
| KS | RA | APPROVED | 2023-03-13 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
2959 N Rock Rd, Wichita, KS 67226 • United States
3401 College Blvd, Leawood, KS 66211 • United States
4801 Main St, Kansas City, MO 64112 • United States
Lees Summit, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Overland Park | KS | 10/2013 | 02/2023 |
| Raymond James Financial Services Advisors Inc. | Overland Park | KS | 06/2014 | 02/2023 |
| Spectrum Wealth Advisors | Overland Park | KS | 12/2013 | 04/2021 |
| Compass Planning Group | Overland Park | KS | 09/2020 | 04/2021 |
| Caliber Wealth Management | Overland Park | KS | 09/2020 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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