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Qp Financial CRD 343160
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
614 Se 4Th St Ste 203, Lees Summit, MO 64063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-09 |
Branch Locations
614 Se 4Th St Ste 203, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Topeka | KS | 12/2020 | 04/2026 |
| Benedictine College | Atchison | KS | 08/2018 | 12/2020 |
| Buffalo Wild Wings | St. Louis | MO | 01/2018 | 08/2018 |
| Knights Of Columbus Asset Advisors Llc | Topeka | KS | 03/2021 | 04/2026 |
| New York Life Insurance Company | Overland Park | KS | 04/2026 | 06/2026 |
| Nylife Securities Llc | Overland Park | KS | 04/2026 | 06/2026 |
| Quaerite Primum Financial Planning, Llc | Lee’s Summit | MO | 06/2026 | Present |
| St Louis University | St Louis | MO | 08/2016 | 01/2018 |
2026-Present: Independent Insurance Agent/Insurance Related/Lee's Summit, MO/Licensed Insurance Agent/Sales and service of fixed insurance and annuity products via unaffiliated issuers and agencies./Involves approximately 25% time each month during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-30 |
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