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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| MO | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2013-07-11 |
| KS | RA | APPROVED | 2010-10-04 |
Branch Locations
7400 W 130Th St, Ste 400 [Ow-Rbo], Overland Park, KS 66213 • United States
Navarre, FL • United States
2000 W 103Rd St, Leawood, KS 66206 • United States
7400 W 130Th St Ste 400, Overland Park, KS 66213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lenexa | KS | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lenexa | KS | 11/2016 | Present |
FINANCIAL MANAGEMENT SERVICES; BUSINESS NOT INVESTMENT-RELATED; LIBERTY, MO; HEALTH INSURANCE; AGENT; FROM 3/05 - PRESENT; DEVOTE 3 HRS/MTH; DEVOTE 0 HRS/MTH DURING SECURITIES TRADING HRS; MANAGE POLICY RENEWAL; RECEIVE RESIDUAL INCOME OF $21K/YEAR. RENTAL PROPERTY, INV RELATED, KANSAS CITY, MO, 100% OWNERSHIP, START 1/29/2021, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INVT RELATED, KANSAS CITY, MO, 100% OWNERSHIP, START DATE 5/17/2021, 0.25 HRS PER MONTH, 0 HRS DURING TRADING, COLLECT RENT. RAINTREE VILLAS HOMEOWNERS ASSOCIATION; NOT INV RELATED; INDEPENDENCE, MO; BOARD MEMBER; START DATE 8/6/2024; 2 HOURS PER MONTH; 0 DURING TRADING; ATTENDING & HELPING WITH BOARD MEETINGS, ANSWERING RESIDENTS QUESTIONS, AND COORDIATING/OVERSEEING MAINTENANCE OF LAWNS, TREES, SHRUBS, SNOW REMOVAL, MINOR PAINTING, ETC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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