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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-11 |
| MO | RA | APPROVED | 2020-09-09 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Chesterfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2008 | 08/2020 |
| Northwestern Mutual Investment Services, Llc | Chesterfield | MO | 06/2008 | 08/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 08/2020 |
| Lexaurum Advisors, Llc | Overland Park | KS | 08/2020 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNERSHIP, 7162 WISE AVE., RICHMOND HEIGHTS, MISSOURI, 63117, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 06/18/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SOME MAINTENANCE, COLLECTING RENT, FINDING RENTERS, ETC. 3. PARKWAY LIGHTNING VOLLEYBALL CLUB, NOT INVESTMENT-RELATED; YOUTH SPORTS COACHING; COACH; START DATE: 12/01/2022; HOURS PER MONTH: 35/MONTH DURING 7 MONTH SEASON; 0 HOURS DURING SECURITIES TRADING HOURS; VOLLEYBALL COACH FOR A CLUB TEAM. PRACTICE IN THE EVENINGS TWICE PER WEEK WITH TOURNAMENTS ON WEEKENDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-08 |
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