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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Wealth Advisors | Overland Park | KS | 04/2016 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 09/2024 | Present |
| U.S. Bank | Kansas City | MO | 09/2019 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
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