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7001 N Locust St. #C208, Gladstone, MO 64118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED_RES | 2022-09-19 |
| MO | RA | APPROVED | 2022-08-29 |
Branch Locations
7001 N Locust St. #C208, Gladstone, MO 64118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dst Systems Inc | Kansas City | MO | 06/2017 | 06/2018 |
| Grant Thornton, Llp | Kansas City | MO | 10/2014 | 06/2017 |
| Us Army Reserve | Ft. Sill | KS | 05/2013 | Present |
| Copper Financial Network Llc | Lenexa | KS | 06/2018 | 07/2022 |
| Next Bloom Wealth Llc | North Kansas City | MO | 05/2022 | Present |
(1) US ARMY RESERVE; NOT INVESTMENT-RELATED; 3955 CANNONEER FIELD ROAD, FORT SILL, OK 73503; MILITARY; OFFICER; BEGAN 5/2013; APPROXIMATELY 2 HOURS PER MONTH DURING TRADING HOURS; PERSONNEL MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
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