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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED_RES | 2026-02-03 |
| MO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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