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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| KS | RA | APPROVED | 2025-02-10 |
| MO | RA | APPROVED | 2025-02-10 |
Branch Locations
Kansas City, MO • United States
11551 Ash Street Suite 250, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 11/2018 | 02/2025 |
| Gerstner Management | Blue Springs | MO | 08/1997 | 08/2017 |
| Concrete Design Inc | Gladstone | MO | 08/2017 | 10/2018 |
| Lendor Corp | Kansas City | MO | 10/2017 | 02/2025 |
| Bank Of America, Na | Kansas City | MO | 11/2018 | 02/2025 |
| Raymond James & Associates Inc. | Leawood | KS | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-05 |
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