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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-22 |
| MO | RA | APPROVED | 2020-03-30 |
Branch Locations
600 Sw Jefferson Street Suite 208, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lees Summit | MO | 12/2010 | 03/2020 |
| Eastland Giving Circle | Lee'S Summit | MO | 06/2010 | 01/2019 |
| Raymond James Financial Services, Inc. | Lees Summit | MO | 03/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lees Summit | MO | 03/2020 | Present |
(1)Name of Business: Beyond Wealth Advisors Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Lee's Summit Chamber of Commerce Address: 220 SE Main St, Lee's Summit, MO, 64063, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the Board of Directors - as Treasurer (for 2025) -for the Lee's Summit Chamber. I attend 2 meetings per month: an Officer meeting and a general director meeting. As Treasurer, I do not have any capacity to handle cash or sign checks. At both meetings we discuss budget and fiscal policy. I will vote on these policies but will not have independent responsibility for any money, funds, cash, or fiscal decisions. I also represent the Chamber at various community events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-10 |
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