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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2023-04-14 |
| MO | RA | APPROVED | 2023-03-04 |
Branch Locations
15025 W 119Th St, Olathe, KS 66062 • United States
8440 W 135Th St, Overland Park, KS 66223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fairway | KS | 08/2021 | 12/2022 |
| J.P. Morgan Securities Llc | Fairway | KS | 08/2021 | 12/2022 |
| Reyada International School | Amman | 07/2016 | 06/2021 | |
| Bmo Financial Group | Shawnee | KS | 07/2021 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 12/2022 | Present |
| Welmington University | New Castle | DE | 07/2022 | Present |
| University Of Jordan | Amman | 08/2016 | 06/2017 | |
| Bank Of America, N.A. | Kansas City | MO | 03/2023 | Present |
I*3669268 Entity Type: N/A Name of OBA: S and I Trust Address: Overland PArk, Kansas, 66223 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/28/2024 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-24 |
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