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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-06-22 |
| MO | RA | APPROVED | 2021-06-14 |
Branch Locations
600 Sw Jefferson St Suite 208, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rcb Bank | Wichita | KS | 08/2010 | 10/2020 |
| Raymond James Financial Services, Inc | Lees Summit | MO | 11/2020 | 03/2021 |
| Raymond James Financial Services, Inc | Lees Summit | MO | 03/2021 | Present |
| Beyond Wealth Advisors | Lees Summit | MO | 11/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Lees Summit | MO | 06/2021 | Present |
(1)Name of Business: Beyond Wealth Advisors Address: 600 SW Jefferson Street, Lees Summit, MO, 64063, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I provide investment research and portfolio allocation support for a team of financial advisors at Beyond Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-09 |
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