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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-05 |
| MO | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
15440 Shawnee Mission Pkwy, Shawnee, KS 66217 • United States
8400 N Boardwalk Ave, Kansas City, MO 64154 • United States
280 Ne Barry Rd, Kansas City, MO 64155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Kansas City | MO | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Kansas City | MO | 01/2026 | Present |
| Edward Jones | Prairie Village | KS | 05/2024 | 01/2026 |
| Mammoth Inc | Kansas City | MO | 02/2023 | 06/2024 |
| Uptown Theater | Kansas City | MO | 10/2019 | 05/2024 |
| American Century Services Llc | Kansas City | MO | 09/2019 | 05/2024 |
| Uga Llc | Kansas City | MO | 10/2019 | 04/2022 |
| Security Bank Of Kansas City | Kansas City | KS | 09/2015 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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