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1920 Buchanan Street, North Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-25 |
| MO | RA | APPROVED | 2022-06-13 |
Branch Locations
1920 Buchanan Street, North Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Overland Park | KS | 11/2021 | 03/2022 |
| Cerner Corporation | Kansas City | MO | 05/2021 | 11/2021 |
| Full Time Education | Springfield | MO | 08/2017 | 05/2021 |
| College Fresh | Springfield | MO | 09/2018 | 10/2019 |
| Bamibno's Italian Resturant | Springfield | MO | 10/2019 | 02/2020 |
| Coxhealth | Springfield | MO | 02/2020 | 05/2021 |
| Lowe's Home Improvement | Kansas City | MO | 05/2017 | 09/2018 |
| Powerplay | Kansas City | MO | 01/2015 | 05/2017 |
| Full Time Education | Kansas City | MO | 09/1998 | 05/2017 |
| Doordash | Liberty | MO | 12/2021 | 12/2021 |
| Nylife Securities Llc. | Overland Park | KS | 01/2022 | 03/2022 |
| Universal Studios | Orlando | FL | 06/2019 | 07/2019 |
| Prosperity Planning, Inc | Riverside | MO | 03/2022 | Present |
Adjunct Professor, Park University, 8700 NW River Park Dr, Parkville, MO 64152, Not investment related, Start Date 10/2025, approximately 20 hours per month, 0 hours during securities trading hours, facilitates the financial planning course.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
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