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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-27 |
| NY | RA | APPROVED | 2021-07-22 |
| KS | RA | APPROVED | 2017-11-16 |
Branch Locations
4001 W. 114Th St Suite 200, Leawood, KS 66211-2604 • United States
Parkville, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Overland Park | KS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 11/2017 |
| Rbc Capital Markets, Llc | Leawood | KS | 11/2017 | Present |
(1) TRUSTEE FOR MOTHER; ADDRESS: PARKVILLE, MO; BUSINESS DESCRIPTION: TRUSTEE; INVESTMENT RELATED; START DATE: 10/5/1998; CAPACITY: TRUSTEE; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED TO THIS OBA PER MONTH: NONE; HOURS DEVOTED DURING TRADING PER MONTH: NONE; (2) WOLF REGIONAL PROPERTIES LLC; ADDRESS: PERSONAL ADDRESS; BUSINESS DESCRIPTION: FARM AND RESIDENTIAL RENTALS; INVESTMENT RELATED; START DATE 11/2016; CAPACITY: CO-TRUSTEE; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED TO THIS LLC PER MONTH: 1; HOURS DEVOTED DURING TRADING PER MONTH: NONE; (3) JOHN KNOX PRESBYTERIAN KIRK; ADDRESS: 1430 WORNALL RD., KANSAS CITY, MO 64114; BUSINESS DESCRIPTION: CHURCH; NOT INVESTMENT RELATED; START DATE: 12/15/2017; CAPACITY: COMMITTEE/COUNCIL MEMBER AND CONGREGATION MEMBER; DUTIES: REVIEW GRANTS AND SERVE ON THE GOVERNING BODY OF THE CHURCH; HOURS DEVOTED PER MONTH: APPROX 4; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
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