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2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-27 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 10/2014 | 10/2017 |
| Waddell & Reed | Overland Park | KS | 10/2017 | 05/2018 |
| Lf Wealth Advisors | Overland Park | KS | 05/2018 | 11/2018 |
| Mylo, Llc | Kansas City | MO | 01/2019 | 08/2020 |
| Lockton Investment Advisors, Llc | Kansas City | MO | 01/2019 | 08/2020 |
| Lockton Financial Advisors, Llc | Kansas City | MO | 01/2019 | 08/2020 |
| Royal Alliance Associates, Inc. | Kansas City | MO | 10/2020 | 06/2023 |
| Craft & Sage Wealth | Kansas City | MO | 06/2023 | Present |
1. PREMIER NETWORK POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/11/2021 ADDRESS: 1535 Walnut Street, Suite 107, Kansas City MO 64108, United States DESCRIPTION: I will be gathering customer data for Property and Casualty insurance quotes. Data will be sent to Liberty office of Premier Network who will run quotes. Client relationship will be handled by me. 2. AMBER MEADOWS/LAKES HOA POSITION: Board Member NATURE: The HOA governs the Amber Meadows/Lakes neighborhood. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2022 ADDRESS: 5000 W 95th, Suite 280, Prairie Village KS 66207, United States DESCRIPTION: As a HOA Board Member I will approve monthly financial statements for the HOA, review resident requests, approve bids for maintenance/work in the neighborhood, and help organize volunteer efforts for neighborhood activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
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