Tonya L Lore

Current Employers

Employment History

• 11/2004 → 03/2018
  American Century Investments
  Kansas City, MO
• 03/2018 → 08/2019
  Ivy Distributor, Inc
  Shawnee Mission, KS
• 03/2018 → 08/2019
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 01/2021 → 09/2023
  Raymond James Financial Services
  Overland Park, KS
• 02/2021 → 09/2023
  Raymond James Financial Services Advisors
  Overland Park, KS
• 01/2020 → 04/2020
  Bcwm, Llc
  Overland Park, KS
• 04/2020 → 01/2021
  Unemployed
  Overland Park, KS
• 09/2019 → 01/2020
  Unemployed
  Overland Park, KS
• 01/2021 → 08/2023
  Caliber Wealth Management, Llc
  Overland Park, KS
• 01/2021 → 09/2023
  Raymond James Financial Services, Inc.
  Overland Park, KS
• 02/2021 → 09/2023
  Raymond James Financial Services Advisors, Inc.
  Overland Park, KS
• 09/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 09/2023 → Present
  Bank Of America N.A.
  Leawood, KS

Previous Registrations

• 2021-02-11 → 2023-08-23
  Raymond James Financial Services Advisors, Inc
  Overland Park, KS
• 2021-02-11 → 2021-04-13
  Bcwm
  Overland Park, KS

Other Businesses

I*1474267 For profit or not for profit: Name of outside business organization: Colton Lakes Pool Association Investment related: N Address of business: Overland Park, Kansas, 66211, United States Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Board Member"], Start date of relationship: 9/6/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Neighborhood pool association board member. Meet to discuss the budget of the association, pool related activities and repairs needed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-18

Designations

Other Names

• Tonya Lynn Leek
• Tonya Lynn Lore