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Shawnee, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-10-06 |
| MO | RA | APPROVED | 2023-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army / Ks National Guard | Topeka | KS | 06/1999 | 06/2021 |
| Massmutual Life Insurance Co | Overland Park | KS | 12/2014 | 04/2019 |
| Mml Investors Services Llc | Overland Park | KS | 12/2014 | 04/2019 |
| Lewer Financial Advisors, Llc | Kansas City | MO | 05/2019 | 08/2021 |
| Lewer Agency, Inc. | Kansas City | MO | 05/2019 | 08/2021 |
| Hdq Wealth | Kansas City | MO | 07/2021 | Present |
| Jenkins Legal, Llc | Shawnee | KS | 11/2014 | Present |
| Usi Insurance Services | Overland Park | KS | 08/2021 | 07/2022 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2022 | Present |
(1) JENKINS LEGAL, LLC; NON-INVESTMENT RELATED; 14512 W 61ST PL. SHAWNEE, KS 66216; I AM A BUSINESS AND ESTATE PLANNING ATTORNEY, LICENSED IN KANSAS & MISSOURI. I CONSULT WITH, ADVISE, AND REVIEW & PREPARE DOCUMENTS FOR CLIENTS; 11/05/2014 APPROXIMATELY 40 HOURS PER MONTH DURING NON-TRADING HOURS; ATTORNEY. (2) INSURANCE AGENT, NON-INVESTMENT RELATED, 12/2014 - I HAVE AN INSURANCE LICENSE AND REQUEST APPOINTMENT WITH INSURANCE CARRIERS AFTER DUE DILIGENCE. APPROXIMATELY 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-05 |
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