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6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-05-02 |
Branch Locations
6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed/Ivy Investment Management Co | Shawnee Mission | KS | 05/2003 | 11/2021 |
| Waterfront Wealth Inc. | Overland Park | KS | 11/2021 | Present |
1) Managing Member of EMH Capital, LLC, a non-investment related sharecrop lease business located in Osage County, KS, since 2015. Activity represents less than one hour per month outside of regular business hours. 2) Treasurer for Redeemer Fellowship Johnson County, a religious organization located in Lenexa, KS, a position held since 2023. Activity represents less than four hours per month generally outside of regular business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
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