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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| MO | RA | APPROVED | 2024-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 04/2021 | 02/2022 |
| Minnesota Life Insurance Company | St. Paul | MN | 04/2021 | 02/2022 |
| Renaissance Financial Corporation | Kansas City | MO | 08/2021 | 02/2022 |
| The Oread | Lawrence | KS | 10/2019 | 03/2020 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2019 | 07/2019 |
| Cheddar's Scratch Kitchen/ Darden Restaurants | Overland Park | KS | 04/2018 | 08/2020 |
| Favorite Healthcare Staffing / Morgan Hunter Corporation | Overland Park | KS | 12/2020 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Overland Park | KS | 03/2022 | 10/2024 |
| J.P. Morgan Securities Llc | Overland Park | KS | 03/2022 | 10/2024 |
| Unemployed | Overland Park | KS | 03/2012 | 03/2018 |
| Unemployed | Overland Park | KS | 09/2020 | 11/2020 |
| Unemployed | Overland Park | KS | 03/2021 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shawnee | KS | 10/2024 | 11/2024 |
| Bank Of America, N.A. | Belton | MO | 11/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Belton | MO | 11/2024 | Present |
I*: 2069272 Entity Type: Entity For Profit Name of OBA: Streamlined Digital Solutions LLC Address: Overland Park, KS 66083 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Online clothing store. I run the store.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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