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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-01 |
| MO | RA | APPROVED | 2022-10-13 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rotary Club Of Lenexa | Lenexa | KS | 09/2014 | Present |
| American Century Investment Services Inc. | Kansas City | MO | 02/2016 | Present |
Rotary Club of Lenexa; non investment related; PO Box 14323 Lenexa, KS 66215. Charity organization; Polio Plus Chair and Club Member; Start date 09/01/2014. 10 hours per month; 4 during trading hours; Raise awareness about the Polio plus Initiative to eradicate Polio from Earth.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-11 |
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