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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-21 |
Branch Locations
Kansas City, MO • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Overland Park | KS | 02/2008 | 08/2020 |
| Steward Partners Global Advisory, Llc | Kansas City | MO | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Kansas City | MO | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Kansas City | MO | 05/2026 | Present |
| Alpacadb, Inc. | San Mateo | CA | 08/2020 | 07/2021 |
| Alpaca Securities Llc | San Mateo | CA | 08/2020 | 07/2021 |
| Copper Financial Network Llc | Lenexa | KS | 07/2021 | 02/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2025 | 05/2026 |
| Ae Financial Services, Llc | Topeka | KS | 02/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-24 |
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