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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
11 East Gregory Blvd Suite 200C, Kansas City, MO 64114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Kansas City | MO | 03/2014 | 06/2023 |
| Premier Financial Partners, Llc | St. Louis | MO | 07/2014 | 06/2023 |
| Craft & Sage Wealth, Llc | Kansas City | MO | 06/2023 | Present |
1. WHERE THERE'S A WILT THERE'S A WAY, LLC DBA YOUR MEDICARE HELPERS POSITION: Principal/Member NATURE: LLC filing as a Subchapter S This is an insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 6736 Rockhill Road, Kansas City MO 64131, United States DESCRIPTION: Formed an insurance agency (anLLC) along with my husband who has been aMedicare supplement insurance broker for the past 7 years. As part of his business continuation strategy, and for me to be able to collect any renewals upon his death or retirement, I needed to become licensed to sell Medicare supplements.I have just passed the certification tests and will be applying to sell Medicare supplement (and Medicare Advantage) plans. I anticipate starting in late May 2020. 2. ASH BROKERAGE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 11020 Oakmont, Overland Park KS 66210, United States DESCRIPTION: Ash is the broker I contact when I have a client needing fixed products or life/health/long term care insurance. 3. NORTHEAST KANSAS CITY CHAMBER OF COMMERCE POSITION: board member NATURE: non-profit corporation under Section 501c6 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 6400 Independence Ave, Kansas City MO 64105, United States DESCRIPTION: I am 1 of 11 directors serving on the NE KC Chamber of Commerce Board of Directors. As such, I will help to oversee the business and affairs of the Chamber.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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