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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED | 2023-07-18 |
| KS | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 09/2019 | 05/2023 |
| Golf Club At Creekmoor | Raymore | MO | 06/2019 | 09/2019 |
| University Of Missouri | Columbia | MO | 08/2018 | 05/2019 |
| Mutual Of Omaha | Kansas City | MO | 06/2018 | 08/2018 |
| University Of Missouri | Columbia | MO | 08/2017 | 05/2018 |
| Willies Pub & Pool | Columbia | MO | 01/2017 | 10/2017 |
| University Of Missouri | Columbia | MO | 08/2015 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 05/2023 | Present |
| Bank Of America, N.A. | Leawood | KS | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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