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2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-27 |
| MO | RA | APPROVED | 2023-06-27 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
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