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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED_RES | 2022-01-24 |
| MO | RA | APPROVED | 2021-09-13 |
Branch Locations
4622 Pennsylvania Avenue 8Th Floor, Kansas City, MO 64112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Financial | Mission | KS | 04/2012 | 06/2021 |
| Ubs Financial Services Inc | Kansas City | MO | 06/2021 | Present |
1) Krieger Investments LLC/ investment related?: no/ 5605 N Overland Drive, Kansas City, MO, 64151 US/ Partnership/ real estate/ My primary role is related to the financial decision making of the entity. I make financial decisions such as how to allocate capital for expenses, upgrades, taxes, etc. I also lead the decision on financing as distributions, loan management, etc./ start date: 9/1/2014 /// 2) Advantage Billboards LLC / Partnership / The entity owns and operates billboard structures for advertisingPartner / I am responsible for the operating assets of the entity. I make decisions on expenses, capital investments, and financing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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