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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-03 |
Branch Locations
207B Sw Jefferson Street, Lee's Summit, MO 64063 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Leawood | KS | 07/2012 | 11/2016 |
| Bank Of America, N.A. | Leawood | KS | 03/2013 | 11/2016 |
| Wise Wealth, Llc | Lee'S Summit | MO | 11/2016 | 05/2024 |
| Eversource Wealth Advisors, Llc | Lee's Summit | MO | 05/2024 | Present |
Samantha is a licensed insurance agent with non-variable products through Triad Partners which she has done since 07/2012. She spends approximately 5-10 hours/week on this activity during trading hours from her work address of 207B SW Jefferson Street, Lee's Summit, Missouri 64063. This is an investment-related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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