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Current Employers
Copper Financial

9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-09-29
  • KS RA
    APPROVED
    Since 2022-09-29

Branch Locations

9777 Ridge Dr., Suite 360, Lenexa, KS 66219

9777 Ridge Drive, Lenexa, KS 66219 • United States

9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Overland Park KS 09/2007 09/2019
Ivy Funds Distributor Inc Overland Park KS 12/2007 09/2019
Copper Financial Network Llc Lenexa KS 09/2019 Present
  • 09/2007 → 09/2019
    Waddell & Reed, Inc
    Overland Park, KS
  • 12/2007 → 09/2019
    Ivy Funds Distributor Inc
    Overland Park, KS
  • 09/2019 → Present
    Copper Financial Network Llc
    Lenexa, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Other Names
  • Alyssa Nicole Trusty
  • Alyssa Nicole Patton

View on SEC IAPD

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