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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| FL | RA | APPROVED | 2023-07-20 |
| KS | RA | APPROVED | 2023-04-27 |
| MO | RA | APPROVED | 2023-04-27 |
Branch Locations
4000 West 114Th St., Suite 150, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Family Healthcare | Springfield | MO | 10/2012 | 12/2018 |
| Ameriprise Financial Services, Inc | Springfield | MO | 01/2019 | 04/2023 |
| Baird | Kansas City | MO | 04/2023 | Present |
Name/Address: The Goss Revocable Qualified Spousal Trust 4460 W 105th Dr Westminster CO 80031 Start Date: 5/4/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-4 hours/month Role/Responsibility: Board Member; Trustee, family Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
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