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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2024-03-26 |
| KS | RA | APPROVED | 2021-03-16 |
Branch Locations
105 S Mullen Rd, Belton, MO 64012 • United States
7801 W 159Th St, Overland Park, KS 66223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 05/2010 | 02/2019 |
| Tiaa | Overland Park | KS | 02/2019 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Overland Park | KS | 02/2019 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Overland Park | KS | 02/2021 | Present |
| J.P. Morgan Securities Llc | Overland Park | KS | 02/2021 | Present |
| Unemployed | Overland Park | KS | 12/2020 | 01/2021 |
| Wells Fargo Advisors | Overland Park | KS | 05/2010 | 02/2019 |
| Camp Hemlocks Llc | Brandenton | FL | 06/2014 | Present |
Entity Name: Camp Hemlocks LLC Investment related: N Address: Brandenton FL 34208-8447 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/02/2014 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am 1/3 owner of this LLC with my two sisters. The LLC was established by my parents and holds a piece of property that is located in Washington County, Maine. The LLC was established for estate planning. I derive no income from it and only meet with my family annually to discuss the property. (2) Name: Camp Hemlocks, LCC Position: I own 30% of the property Nature: 5 members of the LLC (myself, two sister and parents) own parts of a property in Maine. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 12/14/2010 Address: 592 Fore Drive, Bradenton FL 34208-8447, United States Description: Family Property is owned within the LLC. LLC was established for estate planning purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-05 |
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