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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-01-04
TX RA APPROVED_RES 2019-11-05
MO RA APPROVED 2019-11-04
  • KS RA
    APPROVED
    Since 2021-01-04
  • TX RA
    APPROVED_RES
    Since 2019-11-05
  • MO RA
    APPROVED
    Since 2019-11-04

Branch Locations

4400 Main St, Kansas City, MO 64111 • United States

4917 Town Center Drive, Leawood, KS 66211 • United States

Olathe, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc Kansas City MO 07/2013 03/2018
Waddell & Reed, Inc Shawnee Mission KS 10/2018 10/2019
Focus Lending Solutions Overland Park KS 03/2018 10/2018
Truth Lighthouse Olathe KS 07/2016 Present
Rental Property Plano TX 01/2012 09/2017
American Century Investment Services, Inc. Kansas City MO 11/2019 Present
  • 07/2013 → 03/2018
    Scottrade, Inc
    Kansas City, MO
  • 10/2018 → 10/2019
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 03/2018 → 10/2018
    Focus Lending Solutions
    Overland Park, KS
  • 07/2016 → Present
    Truth Lighthouse
    Olathe, KS
  • 01/2012 → 09/2017
    Rental Property
    Plano, TX
  • 11/2019 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
Previous Registrations
  • 2018-11-29 → 2019-10-28
    Waddell & Reed
    Overland Park, KS
  • 2016-08-11 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
  • 2004-02-03 → 2005-06-04
    Hurst , TX
Other Businesses

07/2016-Present, Truth Lighthouse, Olathe, KS, Web design for churches and ministries, Not invest-related, Owner/Designer, 8 hrs/mo, 0 hrs during sec trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-02
  • S66 Uniform Combined State Law Examination
    2004-02-02
Other Names
  • Phillip Davis

View on SEC IAPD

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