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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 04/2021 |
| Frito Lay | St Louis | MO | 06/2012 | 02/2018 |
| Unemployed-Laid Off | St Louis | MO | 02/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 04/2021 | Present |
| Bank Of America, N.A. | Leawood | KS | 07/2021 | Present |
I*137582 For profit or not for profit: For-Profit Organization Name of outside business organization: Lake Love Rentals llc Investment related: Address of business: Overland Park, Kansas 66210 Nature of business: LLC, Compensation for Activity: Position, title, association: Family Held, Start date of relationship: 4/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Started the LLC after buying a condo at the lake of the Ozarks. We plan to rent it out in the future, so we set this up now. Will be moving the property ownership into the llc once we have completed all of the paperwork. I*1286291 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: Y Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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