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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-12-10 |
| MO | RA | APPROVED | 2023-06-14 |
Branch Locations
Kansas City, MO • United States
4400 Main Street, Kansas City, MO 64111-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 05/2020 | Present |
| The Deuce At The National Golf Club Of Kansas City | Kansas City | MO | 09/2015 | 11/2020 |
| Pcg Public Partnerships | Kansas City | MO | 01/2017 | 03/2021 |
| Acumen Fiscal Agent | Kansas City | MO | 03/2021 | Present |
| University Of Missouri-Kansas City | Kansas City | MO | 08/2016 | 05/2020 |
The name of the other business is Acumen Fiscal Agent and it is not investment-related. The address of the other business is 5416 E. Baseline Rd. Suite 200 Mesa, AZ 85206. The nature of their business is to provide innovative fiscal solutions to individuals with disabilities and their families. My position is an employee and my title is Personal Care Attendant. My start date with Acumen was March 2021. I work approximately 60 hours/month for them and no hours are devoted during securities trading hours. My duties include providing personal care and attending to two individuals with autism. We also work on daily living and safety skills to promote independence within the home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
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