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200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| MO | RA | APPROVED | 2025-02-14 |
Branch Locations
200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Columbia | MO | 10/2012 | 01/2017 |
| Various Insurnace Carriers For W&R Insurance Agencies | Columbia | MO | 02/2013 | 01/2017 |
| Lpl Financial | Columbia | MO | 01/2017 | 03/2020 |
| Carroll Wilkerson | Columbia | MO | 05/2014 | 01/2017 |
| Jared Reynolds | Columbia | MO | 05/2014 | 01/2017 |
| V Wealth Advisors Llc | Overland Park | KS | 01/2017 | 06/2020 |
| Wr Wealth Planners Llc | Columbia | MO | 05/2020 | 03/2025 |
| The W Group | Columbia | MO | 01/2017 | Present |
| Waddell & Reed, Inc. | Columbia | MO | 03/2013 | 01/2017 |
| Waddell & Reed, Inc. | Columbia | MO | 02/2013 | 01/2017 |
| Wilkerson Advisory Group Llc | Columbia | MO | 02/2025 | Present |
1. Started 01/2017 - The W Group, LLC - Fixed Insurance product sales - Insurance Agent- Less than 10% of time. Columbia, MO - Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-13 |
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