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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
280 Ne Barry Rd, Kansas City, MO 64155 • United States
1467 Main St, Kansas City, MO 64105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Leawood | KS | 03/2017 | 01/2022 |
| Chipotle Mexican Grill | Cedar Rapids | IA | 05/2013 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Overland Park | KS | 01/2022 | 03/2024 |
| J.P. Morgan Securities Llc | Overland Park | KS | 01/2022 | 03/2024 |
| Uber Inc | Kansas City | KS | 01/2019 | 11/2022 |
| Goba Sports-Springfree Trampoline | Kansas City | MO | 04/2018 | 03/2019 |
| Wells Fargo | Leawood | KS | 04/2024 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 01/2026 | 08/2026 |
| Bank Of America, N.A. | Kansas City | MO | 01/2026 | 08/2026 |
| J.P. Morgan Securities Llc | Leawood | KS | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Leawood | KS | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-23 |
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