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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2025-04-01 |
Branch Locations
515 S Ridge Rd, Wichita, KS 67209 • United States
280 Ne Barry Rd, Kansas City, MO 64155 • United States
2237 E Sunshine St, Springfield, MO 65804 • United States
11780 W 95Th St, Overland Park, KS 66214 • United States
15440 Shawnee Mission Pkwy, Shawnee, KS 66217 • United States
815 Sw State Route 7, Blue Springs, MO 64014 • United States
1467 Main St, Kansas City, MO 64105 • United States
7801 W 159Th St, Overland Park, KS 66223 • United States
2101 N Rock Rd, Derby, KS 67037 • United States
9500 Mission Rd, Leawood, KS 66206 • United States
8435 N Booth Ave, Kansas City, MO 64158 • United States
1100 E Armour Blvd, Kansas City, MO 64109 • United States
900 Nw Pryor Rd, Lees Summit, MO 64081 • United States
14802 W 117Th St, Olathe, KS 66062-8602 • United States
8400 N Boardwalk Ave, Kansas City, MO 64154 • United States
4911 N Oak Trfy, Kansas City, MO 64118 • United States
115 W 63Rd St, Kansas City, MO 64113 • United States
16201 W 87Th Street Pkwy, Lenexa, KS 66219 • United States
7701 State Line Rd, Kansas City, MO 64114 • United States
105 S Mullen Rd, Belton, MO 64012 • United States
3341 S Glenstone Ave, Springfield, MO 65804 • United States
9000 Nw 45 Hwy, Parkville, MO 64152 • United States
4181 Sterling Ave, Kansas City, MO 64133 • United States
2814 Shawnee Mission Pkwy, Fairway, KS 66205 • United States
890 E Langsford Rd, Lees Summit, MO 64063 • United States
623 N. Manhattan Ave., Manhattan, KS 66502 • United States
2210 N Rock Rd, Wichita, KS 67226 • United States
17820 E 39Th St S, Independence, MO 64055 • United States
4700 W 119Th St, Leawood , KS 66209 • United States
651 E Red Bridge Rd, Kansas City, MO 64131 • United States
6800 Johnson Dr, Mission, KS 66202 • United States
2616 N Maize Rd, Wichita, KS 67205 • United States
8003 E Kellogg Dr, Wichita, KS 67207 • United States
1300 W 23Rd St, Lawrence, KS 66046 • United States
4700 W 119Th St, Leawood, KS 66209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa/Transamerica | Overland Park | KS | 09/2014 | 02/2025 |
| J.P. Morgan Securities Llc | Leawood | KS | 03/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Overland Park | KS | 04/2016 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-10 |
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