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3013 Main Street, Kansas City, MO 64108-3323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-12-15 |
Branch Locations
3013 Main Street, Kansas City, MO 64108-3323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Overland Park | KS | 10/2015 | 08/2021 |
| Uber | Lees Summit | MO | 05/2018 | 07/2018 |
| Carriedo Enterprises, Llc | Kansas City | MO | 05/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Overland Park | KS | 08/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Overland Park | KS | 09/2021 | 04/2022 |
| Lpl Financial Llc | Shawnee Mission | KS | 05/2021 | 08/2021 |
| Waddell & Reed Financial, Inc | Overland Park | KS | 10/2015 | 04/2021 |
| Buttonwood Financial Group, Llc | Kansas City | MO | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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