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302 S. Platte-Clay Way Suite 204, Kearney, MO 64060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-09-23 |
Branch Locations
302 S. Platte-Clay Way Suite 204, Kearney, MO 64060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Gladstone | MO | 01/2019 | Present |
| Thrivent Financial | Liberty | MO | 04/2018 | 10/2018 |
| Thrivent Financial | Overland Park | KS | 06/2010 | 04/2018 |
| Transamerica Agency Network | Gladstone | MO | 01/2019 | 07/2020 |
| Thrivent Financial | Kansas City | MO | 01/1998 | 01/2019 |
| Brown Industrial Parts Services | Claycomo | MO | 07/2020 | Present |
| The Jamison Edward Group | Gladstone | MO | 08/2021 | Present |
1.) Green Tree Heart LLC, d/b/a Integrated Financial Solutions of Kansas City; Agent / Producer; 601 NE 70th St, #101; Gladstone, MO 64118; Insurance Brokerage; Prospect/sell life insurance; 09/01/2021 2.) Brown Industrial Parts Services Inc.; Outside Sales Representative; 107 US-69, Kansas City, MO 64119; Industrial mechanical parts; Replenish existing customers material bins and monitor stockage for re-order; generate new industrial clients needing their services; 07/20/2020; During trading hours: 0 hours (GTH); 40 hours; Outside trading hours: 2-5 hours (GTH); Zero (0); 13.Percentage of total yearly compensation expected to be derived from the business: <5 % (GTH); 95+%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2002-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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