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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-03
TX RA APPROVED_RES 2026-02-03
MO RA APPROVED 2026-02-02
  • KS RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED_RES
    Since 2026-02-03
  • MO RA
    APPROVED
    Since 2026-02-02

Branch Locations

1000 W Foxwood Dr, Raymore, MO 64083 • United States

202 E North Ave, Belton, MO 64012 • United States

11006 Parallel Pkwy, Kansas City, KS 66109 • United States

1601 S Commercial St, Harrisonville, MO 64701 • United States

831 Ne Woods Chapel Rd, Lees Summit, MO 64064 • 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
Ameriprise Financial Services, Inc. Overland Park KS 07/2016 07/2020
Ameriprise Financial Services, Inc. Overland Park KS 10/2009 07/2020
Money Concepts Capital Corp Palm Beach Gardens FL 07/2020 02/2026
Raymond James Financial Services, Inc. Raymore MO 02/2026 Present
Raymond James Financial Services Advisors, Inc. Raymore MO 02/2026 Present
First National Bank Of Omaha Raymore MO 02/2026 Present
  • 07/2016 → 07/2020
    Ameriprise Financial Services, Inc.
    Overland Park, KS
  • 10/2009 → 07/2020
    Ameriprise Financial Services, Inc.
    Overland Park, KS
  • 07/2020 → 02/2026
    Palm Beach Gardens, FL
  • 02/2026 → Present
    Raymond James Financial Services, Inc.
    Raymore, MO
  • 02/2026 → Present
    Raymore, MO
  • 02/2026 → Present
    First National Bank Of Omaha
    Raymore, MO
Previous Registrations
Other Businesses

(1)Name of Business: Address: 24309 E State Route P, Pleasant Hill, MO, 64080, United States Activity Type: Tax Preparation Position/Title: Other Investment Related: No Start Date: 12/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tax preparation for family and friends (2)Name of Business: First Investments and Planning Address: 1000 W Foxwood Dr, Raymore, MO, 64083-9196, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor in bank branch

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-02
S63 Uniform Securities Agent State Law Examination 2016-12-08
  • S66 Uniform Combined State Law Examination
    2017-01-02
  • S63 Uniform Securities Agent State Law Examination
    2016-12-08
Other Names
  • Marsha S Knorr

View on SEC IAPD

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