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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-08-19 |
| MO | RA | APPROVED | 2022-08-19 |
Branch Locations
4200 W 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontline Development Llc | Kansas City | MO | 08/2007 | Present |
| Frontier Wealth Management Llc | Kansas City | MO | 08/2007 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
1)Blasi Investments LLC, not investment related; private residence; Private family investment co.; started 10/1/15; 1 hour per month; 1 hour during trading; manage family investments. 2)Hollister Land Co; not investment related; private residence; real estate holding co; started; 10/1/13; 4 hours per month; 1 hour during trading; management 3) Jones Credit Facilty Fund I, LLC; Investment related; 4200 W 115th,Ste 210 Leawood KS; Pooled inv. vehicle; Started 10/1/21; 4 hours per month; 1 hour during trading; manage fund 4) Jones Credit Facilty Fund II, LLC; Investment related; 4200 W 115th,Ste 210 Leawood KS; Pooled inv. vehicle; Started 10/1/21; 4 hours per month; 1 hour during trading; manage fund 5)LMK Holdings, Inc.; Investment-Related: No; private residence; Deliveries; Board Member ; Start; 8.7.23; Hours/Month:5 ; Hours during Market Hours: 3; Duties: High level strategic oversight 6)FRONTIER WEALTH ENTERPRISES, LLC; 4435 MAIN STREET SUITE 650 KANSAS CITY, MO 64111; Not investment related; INVESTMENT HOLDING COMPANY; Started 8/1/2007; 5 hours per month, 1 during trading. 7)FRONTIER C Holdco, LLC; 4435 MAIN STREET SUITE 650 KANSAS CITY, MO 64111; Not investment related; INVESTMENT HOLDING COMPANY; Started 8/1/2007; 5 hours per month, 1 during trading. 8) Name: Timothy P O'Shaughnessy Foundation; Investment-Related: No; Nature: Family foundation; Position/Title: Board Member and Treasurer; Start: 12/30/2016; Hours/Month: 1; Hours during Market Hours: 1; Duties: provide scholarships to individual
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-22 |
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