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220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-06 |
| KS | RA | APPROVED | 2022-06-01 |
| MO | RA | APPROVED | 2022-04-25 |
Branch Locations
220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Kansas City | MO | 11/2010 | 09/2018 |
| Edward Jones | St. Louis | MO | 09/2018 | 04/2022 |
| Ameriprise Financial Services, Inc. | Kansas City | MO | 01/2011 | 09/2018 |
| Divvi Wealth Management Llc | North Kansas City | MO | 04/2022 | Present |
| Boonslick Holdings Llc | Kansas City | MO | 05/2010 | Present |
| Sole Proprietor | North Kansas City | MO | 05/2022 | Present |
1) "Boonslick Holdings LLC/ Type of business: Rental houses/ Kansas city, MO/ Start date: 5/6/2010/ owner/ Hours per week: 2/ Hours during trading: 1/ manage/own rental house, including repairs and finding renters" 2) Sole Proprietor; yes; North Kansas City, MO; Insurance sales; Insurance Agent; 05/2022; 25; .5' 20%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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