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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| KS | RA | APPROVED | 2026-01-16 |
| MO | RA | APPROVED | 2026-01-16 |
Branch Locations
10975 Benson Drive Suite 350, Overland Park, KS 66210 • United States
3253 E Chestnut Expressway #13 Suite 401, Springfield, MO 65802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Springfield | MO | 04/2006 | 02/2018 |
| New York Life Insurance Company | Springfield | MO | 03/2018 | 09/2021 |
| Nylife Securities Llc | Springfield | MO | 04/2018 | 09/2021 |
| Waddell & Reed | Springfield | MO | 09/2006 | 02/2018 |
| Mml Investors Services, Llc | Springfield | MO | 12/2021 | 10/2023 |
| Massmutual Life Insurance Co | Springfield | MO | 12/2021 | 10/2023 |
| Unemployed | Springfield | MO | 09/2021 | 12/2021 |
| Guardian Life Insurance Company | St. Louis | MO | 10/2023 | 10/2024 |
| Park Avenue Securities Llc | Saint Louis | MO | 11/2023 | 10/2024 |
| Unemployed | Springfield | MO | 11/2024 | 03/2025 |
| Mutual Of Omaha Insurance Company | Springfield | MO | 04/2025 | 12/2025 |
| Mutual Of Omaha Investor Services | Springfield | MO | 04/2025 | 12/2025 |
| Mml Investors Services, Llc | Springfield | MO | 01/2026 | Present |
| Massmutual Life Insurance Company | Springfield | MO | 01/2026 | Present |
1) NAME: COLLECTIVE WEALTH STRATEGIES, LLC, INV REL: Y, ADD: 3253 E CHESTNUT EXPRESSWAY #13, SUITE 401, SPRINGFIELD, MO 65802 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 01/23/2026 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 2) NAME: LASTING MARK, INV REL: Y, ADD: 3253 E CHESTNUT EXPRESSWAY, #13, SPRINGFIELD, MO 65802 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 7/13/2026, NO. HR/MO:3, NO. HR/MO DURING SEC TRADING: 0, DUTIES: LIFE, DISABILITY, FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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