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Lee'S Summit, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-19 |
| KS | RA | APPROVED | 2014-09-22 |
| MO | RA | APPROVED | 2014-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nextgen Wealth, Llc | Lee'S Summit | MO | 06/2014 | Present |
Lee's Summit Educational Foundation not investment-related 301 NE Tudor Rd, Lee's Summit, MO 64086 non-profit Board Member, Treasurer June 2023 5 hours per month 4 hours during trading Oversee financial reports, fundraising, and strategic planning Clint Haynes investment-related 405 SW Waterfall Ct., Lees Summit, MO 64081 insurance Licensed Insurance Agent 1/1/2015 0 hours per month 0 hours during trading Although I am a licensed insurance agent, I do not actively sell insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-09 |
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