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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-22 |
| MO | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2025-08-22 |
Branch Locations
4400 Main Street, Kansas City, MO 64111-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maya Yoga | Kansas City | MO | 01/2011 | Present |
| American Century Investment Services Inc | Kansas City | MO | 08/2011 | 04/2024 |
| St. Luke's Healthtrack | Kansas City | MO | 01/2017 | 04/2024 |
| American Century Investment Services, Inc. | Kansas City | MO | 06/2025 | Present |
| Copper Financial | Lenexa | KS | 04/2024 | 04/2025 |
Maya Yoga; Not investment-related; 215 W 18th St, Kansas City, Mo 64108; Yoga studio; Owner & Instructor; 01/01/2011; 75 hours per month, 1 hour during securities trading hours; Owner and manager of independent yoga studio, responsible for business operations including scheduling, marketing, administration, online presence and managing facilities maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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