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2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
| KS | RA | APPROVED | 2023-06-14 |
| MO | RA | APPROVED | 2023-06-14 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliances Associates, Inc. | Gladstone | MO | 10/2008 | 06/2023 |
| Premier Financial Partners, Llc | Saint Louis | MO | 10/2008 | 06/2022 |
| Craft&Sage Wealth | Kansas City | MO | 06/2023 | Present |
1. CHRISTY FAMILY PROPERTIES, LLC POSITION: Co-owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217 DESCRIPTION: Landlord 2. LAKE QUIVIRA COUNTRY CLUB MEN'S INVESTMENT CLUB POSITION: Member NATURE: Lake Quivira Country Club is the country club I belong to. It is also an incorporated city in which I live. There is a men's investment club made up of ~ 40 members that meets monthly for a social aspect and to discuss the club's portfolio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2017 ADDRESS: 100 Crescent Blvd, Lake Quivira KS 66217, United States DESCRIPTION: As a member, there are no specific duties outside of paying dues wich cover the investment in to the club's portfolio and social activities. 3. PIMA, LLC POSITION: Member/Owner NATURE: LLC owned 50% by myself and 50% by my brother for the purpose of purchasing investment real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217, United States DESCRIPTION: Identify, finance, purchase real estate. Rehab. Resale or lease. 4. CBPM, LLC POSITION: Owner NATURE: 50% ownership in LLC utilized to purchase real estate.The other 50% is owned by my brother, Andrew Christy, who is a client and aware of the advisor/client relationship with working together. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217, United States DESCRIPTION: Identify, purchase, finance real estate. Lease rehabbed properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-27 |
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