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Megan Marie Jewett

Craft & Sage Wealth

Kansas City, MO

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Current Employers
Craft & Sage Wealth

2500 Summit Street #103, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-06-27
MO RA APPROVED 2023-06-27
  • KS RA
    APPROVED
    Since 2023-06-27
  • MO RA
    APPROVED
    Since 2023-06-27

Branch Locations

2500 Summit Street #103, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates Kansas City MO 04/2015 06/2023
Premier Financial Partners Kansas City MO 09/2012 06/2023
Craft&Sage Wealth Kansas City MO 06/2023 Present
  • 04/2015 → 06/2023
    Royal Alliance Associates
    Kansas City, MO
  • 09/2012 → 06/2023
    Premier Financial Partners
    Kansas City, MO
  • 06/2023 → Present
    Craft&Sage Wealth
    Kansas City, MO
Previous Registrations
Other Businesses

1. NFL POSITION: Game Day Assistant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 1 Arrowhead Drive, Kansas City MO 64129, United States DESCRIPTION: I am a Game Day Assistant for the NFL and serve as an Instant Replay Field Technician. 2. CHRISTY FAMILY PROPERTIES, LLC POSITION: Bookkeeper NATURE: This is a real estate company that I do Quickbooks for (i.e. balance the checkbook and log receipts) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balance the checkbook in Quickbooks and log business expense receipts 3. PIMA, LLC POSITION: Bookkeeper NATURE: Balancing checkbook in Quickbooks and logging business receipts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balancing checkbook in Quickbooks and logging business receipts 4. CBPM, LLC POSITION: Bookkeeper NATURE: Balancing checkbook in Quickbooks and logging business receipts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balancing checkbook in Quickbooks and logging business receipts

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-06
  • S63 Uniform Securities Agent State Law Examination
    2015-08-06
Designations
Other Names
  • Megan Marie Moulder
  • Megan Marie Brenner

View on SEC IAPD

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