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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-01-21 |
| MO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2025-01-21 |
Branch Locations
4400 Main St, Kansas City, MO 64111 • United States
Overland Park, KS • United States
Leawood, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iberia Financial Services | Little Rock | AR | 08/2018 | 01/2021 |
| Verizon Wireless | North Little Rock | AR | 11/2012 | 07/2018 |
| Oceans At Arthurs | Little Rock | AR | 06/2018 | 01/2019 |
| Uber | Little Rock | AR | 12/2019 | 12/2020 |
| Cheddars Scratch Kitchen | Little Rock | AR | 01/2019 | 01/2020 |
| Lyft | Little Rock | AR | 01/2020 | 12/2020 |
| Dominoes | Litt | AR | 10/2015 | 10/2017 |
| Pizza Hut | Little Rock | AR | 10/2017 | 06/2018 |
| Infinex Investments, Inc. | Meriden | CT | 08/2018 | 01/2021 |
| First Horizon Advisors | Little Rock | AR | 01/2021 | 05/2021 |
| Regions Bank | Little Rock | AR | 06/2021 | 07/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Little Rock | AR | 06/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Little Rock | AR | 08/2022 | 10/2024 |
| Bank Of America, N.A. | Little Rock | AR | 11/2022 | 10/2024 |
| American Century Investment Services, Inc. | Kansas City | MO | 10/2024 | Present |
| Uber/ Lyft | San Francisco | CA | 11/2019 | Present |
Uber/ Lyft; Not investment-related; 175 3rd St, San Francisco, CA 94158; Rideshare/ Delivery Service; Rideshare Driver; Contractor; 11/01/2019; 120 hours per month; 0 hours during securities trading hours; Drive Uber and Lyft customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-03 |
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